Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you! Listen in as Colton narrates his journey, from pivotal internships and positions at insurance and asset management firms to building his own book under an independent RIA. You'll hear about the ...
Apr12
