Hosted by Conner Young · 🇺🇸 US · EN-US · 52 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, 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.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.
Conner Young hosts Advisor Freedom, a business show with 52 episodes published.
“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
“All my money is invested in the same portfolio as my clients.” (26:56) “In order for me to invest well, I needed control over my income, and ultimately control over my time.” (3:18) “For me, it’s always been about freed
“People start their own RIA not because they want to be a firm owner, but because they want to work with clients using a model they feel good about.” (20:13) “Even with zero clients, zero experience, and zero safety net,
“I moved to Los Angeles in 2009 as a teenager, right in the Great Recession. No guarantees. No stability. Just uncertainty.” (1:01) “That pressure pushed me into personal finance—not as a product, but as survival, as sec
"I was a homeschool kid — an awkward homeschool kid. Chick-fil-A was basically where I learned how to talk to people." (00:32) "I didn’t have a big network to lean on… so I just went out and knocked on doors." (02:55) "S
"I printed a massive advisor tech map, taped it to the wall, and decided I was going to figure it all out." (04:50) “Fire half your tech stack. You're not using it anyway. Save all the money, save all the time, spend hal
“I met him the night I won that award in high school… seven years later we ended up starting Opulous.” (02:27) “We didn’t want to push products. We wanted to give advice.” (7:10) “It wasn’t one viral post. It was just sh
“I had 175 wealth management clients and couldn’t get a CPA to email me back. That’s when I knew something was broken.” (01:58) “My clients didn’t need to pay $2,000 for a tax return, but I also wasn’t sending them to H&
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Advisor Freedom is hosted by Conner Young. The show is categorised under business (entrepreneurship) and has published 52 episodes.
Advisor Freedom has published 52 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 33 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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