Sean hosts a casual Ask Me Anything (AMA) focused on what it really takes to build a sustainable career as a financial professional—on your terms.
If you’re figuring out your next step or thinking long-term about where you want your career to go, this session is for you. Bring your questions about compensation models (commission, fee-based, fee-only), choosing the right path (joining a firm vs. going independent), credentials, and what it actually looks like to get started and grow.
This is an open, honest conversation about the real decisions behind the scenes—how to structure your business, whether to stay solo or build a team, when to hire, and how to think about your exit plan from day one.
