Today's podcast is with Doug Boneparth (@dougboneparth) and how he started his financial advising career in the fall of 2008 in New York City. What doesn't kill you makes you stronger. His stories of that time are incredible.
Doug now works with hundreds of thousands of followers on social media and has built his practice and brand into serving people that everyone used to overlook: Millennials.
He has built one of the best organic funnels online for people to find him and immediately start working with him because he's naturally himself online, and that's exactly what people want.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Doug:
-Twitter/X: https://x.com/dougboneparth
-LinkedIn: https://www.linkedin.com/in/douglasboneparth/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
