business
Hosted by CJ Davidson and Dom Henderson · business · EN
Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an
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Contact path
Verified email
Booking probability
28%
Guest openness
Selective
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Signup to Generate a PitchMarked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next.
Marked Unread is hosted by CJ Davidson and Dom Henderson. The show has published 10 episodes to date.
Recent episodes include "#9 The Advisor Clients Actually Want to Work With (PART 2)" (30 July 2026, 33 minutes), "#8 The Advisor Clients Actually Want to Work With (PART 1)" (29 July 2026, 29 minutes), and "#7 Trust, Transitions, and the Clients Who Follow You" (5 May 2026, 34 minutes).
Marked Unread publishes roughly weekly, with episodes averaging 30 minutes across 10 episodes.
Booking probability for Marked Unread is 28%, and the host is rated Selective on guests. Marked Unread requires a Pod Score of 80 or higher. Marked Unread's contact route on record: verified email.
The strongest fits for Marked Unread are Investment Banking & Trading. Marked Unread has a business audience.
CJ Davidson and Dom Henderson hosts Marked Unread, a business podcast with 10 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Marked Unread
In Part 2 of this conversation, CJ Davidson and Dom Henderson explore the emotional weight that comes with being a trusted financial advisor. The discussion begins with a personal story about CJ helping his parents...
Marked Unread
In this episode of Marked Unread, CJ Davidson and Dom Henderson explore what truly separates exceptional advisors from everyone else. The conversation goes beyond investment strategies and technical expertise to examine...
<p>Transitions reveal everything.</p> <p>In this episode of Marked Unread, Brian Wininger and Dom Henderson break down what really happens when advisors change firms and why some clients follow while others don’t.</p>...
Marked Unread
<p>What does it actually take to build a brand that advisors want to be a part of—and clients trust instantly?</p> <p>In the debut episode of “This is Proxy: WHO WE ARE,” we sit down with Brian Wininger, Marketing...
Marked Unread
<p>In this episode of Marked Unread, CJ Davidson and Dom Henderson unpack one of the most misunderstood questions in the profession: why do clients actually leave advisors? The conversation explores how trust...
Marked Unread
<p>In this episode of Marked Unread, CJ Davidson and Dom Henderson discuss a question that sits at the center of financial advice: are advisors actually being hired for investment performance? The conversation explores...
Marked Unread
<p>In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around...
<p>CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most.</p> <p>Have a...
Episode #2
<p>CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should...
Episode #1
<p>CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm...
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founder and CEO, Proxy Financial
Proxy Financial
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