Nerd's Eye View
APRIL 30, 2024
What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.
Nerd's Eye View
SEPTEMBER 6, 2022
Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko.
Steve Sanduski
JANUARY 5, 2023
He started in the early 1990s offering retirement seminars to Pac Bell employees. She related a story about attending a town hall meeting for a large insurance company, and during the meeting, a 30-year-old woman stood up and said, “I want you to invest my money in a way that creates the world I want to retire into.”.
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