As advisors, we get to have fascinating conversations with interesting people every day. We take pride in the deep relationships we build with our clients. While our role as advisors may mean different things to different people, one thing remains the same: we help our clients think through where they are in their lives, and how to get where they want to go. The goal of this podcast is to interview business owners, high-performing individuals, and industry leaders to better understand how they made important decisions in their lives. By exploring these “inflection points” we hope it helps others think through decisions in their own lives, while giving a glimpse into the types of conversations we have with clients.

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