Starting line in the sunshine state w/ Robin Snell, CFP®

This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to becoming an independent advisor.