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This Is The Story Of PodcastA Podcast Where We Believe The Stories from Everyday People and Leaders Should Be Told. Author: Ben Hockema
A Podcast Where We Believe The Stories from Everyday People and Leaders Should Be Told Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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REBROADCAST: This is the Story of Gary Bowyer
Episode 7
Tuesday, 1 March, 2022
We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020. In this longer episode, Gary also discusses the financial planning industry at large and includes tips for families looking for their own financial planner. Gary has played an integral role in my life and career and I’m excited to share his story with you.Links discussed in this episode:National Association of Personal Financial Advisors (NAPFA)FINRA Broker CheckIlluminate Wealth ManagementThe Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny
