Episode 294
Boomer to Millennial: Lessons for the next gen.
Free Lunch · Canvas Wealth
January 21, 202625m 19s
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Show Notes
In this episode of The Free Lunch Podcast, Greg and Jacob reflect on how the reality of wealth advising differs from what’s taught early on.
Technical knowledge matters, but it isn’t what ultimately sets wealth advisors apart. Listening, understanding, and guiding people through uncertainty are what define the work.
Throughout the episode, they explore the lessons that only experience teaches, and what it really takes to build a career that lasts.