Transcript: 

You want to start, since you? Yeah, so we met at our old firm, and right away, we hit it off. And we started talking together early on going out on our own and doing our own, running our own company. And it just kind of evolved as kind of a joke. And then it became serious, and then we did it. 

Man. Whose idea was that? Was that you? It was me. That was mine. You know, when you open your own business and start your own business, it's just a different feel. Your whole marketing is just different because it's yours. It's not for somebody else. Before, I was working for someone else, trying to qualify for a fancy trip and health insurance. 

Now, I want to build an enterprise. You know, I want to build a business. You know, when we left and went into the independent world, you jump into this big ocean, so you actually have to be, you have to know more. You have to be more professional. You have to know your stuff. 

And I think that light went off pretty quickly. But we liked it. We embraced it, and we were determined to grow. And people want to help you when they know it's yours, and your motivation is different because it's yours. It's your business. You are a small business owner. And I think it's important. We do tell our story to our clients, and our clients know too, you know. Well, a lot of them know where we came from and what we're, where we are now. 

And we're not flashy or anything, but it's, you know, the clients want to see you succeed. They want their advisor to be successful, and, in turn, they'll be successful. And I think that's important. That a wrap?

The views and opinions expressed by this financial advisor are as of the date of the recording. These views may not be representative of the views of other financial advisors. Working with an advisor does not guarantee future performance or success.