Complete Advisor


What is it that allows some advisors the ability to build the practice of their dreams? Our guest, Tim Tremblay, boils it down to one word: Courage.

Take a listen as we talk about Tim’s journey in the financial services industry. His decision to go independent and open his own practice after 14 successful years in the wire-house world. We walk through the early days of his practice; sitting at a folding table in the new office and making phone calls. And now the multi-state expansion and preparing the practice for the long-term future.

When it comes to the future of their practice, some advisers look ahead to next week. Tim is looking to the next generation. Courage.

Listen & Subscribe

Recent Episodes