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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore

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Manage episode 516924838 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you!

Listen in as Patrick shares how his father introduced him to the financial services industry through the insurance channel, where the two worked together after Patrick graduated from college. You'll hear how that experience inspired him to pursue more comprehensive financial planning, ultimately leading him to start his own firm. Patrick also reflects on the mistakes he made early on, the lessons learned, and how he successfully grew his business over time.

You can find show notes and more information by clicking here: https://bit.ly/43tluf5

  continue reading

269 episodes

Artwork
iconShare
 
Manage episode 516924838 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you!

Listen in as Patrick shares how his father introduced him to the financial services industry through the insurance channel, where the two worked together after Patrick graduated from college. You'll hear how that experience inspired him to pursue more comprehensive financial planning, ultimately leading him to start his own firm. Patrick also reflects on the mistakes he made early on, the lessons learned, and how he successfully grew his business over time.

You can find show notes and more information by clicking here: https://bit.ly/43tluf5

  continue reading

269 episodes

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