Voice from the Hills

ICYMI- A Voice From the Hills Podcast Recap Ep. 23-28

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Episode notes

(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.

(1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial

(2:50) Aaron Klein- Co-Founder and CEO at Riskalyze

(5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University

(7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Operations Summit Conference Speaker

(9:50) Susan Mckenna- CEO of eMoney Advisor

(12:11) Closing Remarks with James Werner, Co-Founder of Silicon Hills Wealth Management

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