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Hosted by Conner Young · 🇺🇸 US · EN-US · 60 episodes
Established thought leaders with verified media credentials.
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, this show shares real stories from advisors who are serving clients and sharing their best practices for growing and planning for their clients!Whether you're 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.
Conner Young hosts Advisor Freedom, a business show with 60 episodes published.
“Within a month I was like, oh my gosh, this was what I was put on the earth to do.” (02:21) “I didn't know that this whole industry even existed and I didn't know that girls could do it.” (02:51) “It took me probably 12
“We took our young talent, matched it up with the seniors and that system has been working really well ever since.” (05:11–05:41) “I started it so young, I could risk, I had a lot of time and I had a lot of time to make
“All I've ever wanted to do is, one thing. And that is running the biggest business that I can, that I think does something that makes a difference.” (01:53) “The massive problem: advisors struggled to explain investment
“Max is very much an accidental company. I was not looking to start a company at all. I was very happy as a banker” (15:09) “I created a synthetic approach. Open many accounts, keep each below the FDIC limit.” (22:43) “T
“I’ve built a $205M business serving mostly millennial tech employees.” (03:25–03:53) “I only work with 61 households — average client age 40, average household AUM $3.35M.” (03:25–03:53) “Nearly all my growth is inbound
“I didn’t start in finance, I started as a writer.” (01:29) “Clients were paying for great content but not using it... something deeper was off.” (03:50) “The three buckets: get attention, collect leads, then nurture.” (
“We were placed at a life insurance agency that called financial planning, but the solution was always life insurance.” (00:32) “The plan was built first, but the solution was already decided.” (02:28) “I had two boys 16
“I started out in tech, then we were running a winery. Not a typical roadmap into advising.” (00:33) “A retiring advisor came up to me after a meeting and said, ‘I want you to take over my practice.’” (09:11) “Almost sai
“I raised $10M in my first two years doing it the hard way.” (03:28) “I basically got about $50 million in the door of new assets.” (08:14) “It just started to become this referral machine.” (09:11) “I referred people to
“At 21 I asked to do fee‑based planning. They said no. I left and became the youngest to join their RIA arm.” (06:18) “I was delivering real value, spending hours, and getting paid nothing.” (04:24) “I decided I’m only e
“You can pull full company histories, build investment memos, even generate portfolio strategies — all automatically.” (02:27) “You’re not spending hours building models. You’re reviewing them. In minutes.” (02:57) “With
“I didn’t want to inherit the client book… I wanted to build my own.” (05:36) “I love to write… long form content became my business development.” (07:05) “My book came out in 2020 and the timing was perfect with remote
“My parents went through a divorce and both of them really struggled financially.” (00:31) “I had 450 clients and a little over a billion dollars in assets I was responsible for.” (05:23) “We were getting about 120 prosp
“What is the worst that happens if I bet on myself?” (02:53) “I’m fee-only and pretty thoughtful about how I grow and who I build around.” (05:45) “Calendar. Cashflow. Balance sheet, that was the framework.” (10:05) “I’l
“I was promoted five times in eight years.” (2:27) “I joined Sunpointe with zero clients.” (08:10) “Calendar. Cash flow. Balance sheet. That was the framework.” (10:05) “We added 17 households and all of it primarily was
“I wanted high‑resolution satellite imagery to try to trade commodity markets.” (01:25) “I started drawing everything out. By hand. One page.” (05:05) “I tripled my production the first year. Then tripled it again. Then
“My grandparents would come over on Saturdays and talk about how their investments performed.” (00:29) “I didn’t want to just look at spreadsheets—I wanted to work with people.” (03:18) “Financial planning felt like the
“We kept more than 98% of our clients through the transition.” (14:19) “I started at Hilltop… and just never left.” (0:32) “Most advisors jump around, but I built my career in one place.” (0:35) “Sitting in client meetin
“Delivering good financial advice is really just table stakes.” (20:24) “I grew up around money… but I was never interested in money at all. I was interested in people.” (1:28) “They don’t teach therapists how to navigat
“For me, like I grew up in a very different world, 80s in China, we didn’t have private bathroom making apartments.” (13:27) “I wasn’t too inspired by the financial engineering of finance, but more on the human impact of
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Advisor Freedom is hosted by Conner Young. The show is categorised under business (entrepreneurship) and has published 60 episodes.
Advisor Freedom has published 60 episodes.
Advisor Freedom regularly covers business, entrepreneurship. It sits in the business category, with a entrepreneurship focus.
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Episodes of Advisor Freedom average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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