Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson

Grow Money Business with Grant Bledsoe

Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop. We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it’s really like to study and sit for the CFA exams.

Resources

Connect with Tony:

Website - slalomwealth.com/

LinkedIn - linkedin.com/in/tony-matheson/

cfainstitute.org/en/

XY Planning Network - xyplanningnetwork.com/