Advisors Unfiltered

business · EN

What does it actually take to build an independent financial advisory practice from scratch? Host Zach Gunderson sits down with solo and early-stage RIAs who are doing it for real. No corporate safety net, no big brand backing, just one CFP with passion and vision. We talk about what it takes to build a practice, the passion that made them build it in the first place, their vision, their learnings, their clients, and the daily grind of building something that lasts. Each episode digs into the unfiltered reality: the sacrifices, the marketing struggles, the moment your calendar goes from open to overbooked, what happens when you realize you can't be good at everything, and what to do about it. If you're a CFP building your own practice (or thinking about making the leap), these conversations will bring you invaluable insights from people who have already walked the path, people who've been exactly where you are.