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Advisor Freedom
Conner Young
27 episodes
5 days ago
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.
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Entrepreneurship
Business
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All content for Advisor Freedom is the property of Conner Young and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Entrepreneurship
Business
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How He Built His AUM & Career of Twitter/X
Advisor Freedom
22 minutes 38 seconds
1 month ago
How He Built His AUM & Career of Twitter/X

“I saw a Doug Boneparth post on Twitter and he was looking to hire his first associate. I had no idea what I was getting into.”


I talked to Cliff Cornell, Associate Advisor at Boneparth Wealth.

He didn’t land his job through a recruiter or a formal application.He got it from a tweet.

He saw Doug Boneparth post on Twitter that he was hiring his first associate. Cliff had just finished college, took a leap, and sent over his resume.

4 interviews/calls later and he was hired at the fastest growing RIA firm for Millennials and Gen Z.

Now Cliff works alongside one of the most recognizable advisors in the country. Helping Gen Z and Millennial clients navigate student loans, first homes, and stock options. All while building a personal brand that’s funny, relatable, and real.

His journey proves one thing: you don’t need a 20-year plan to make it in wealth management. You just need initiative and authenticity.

We covered:

>How Cliff landed his dream job from a single tweet

>Why Gen Z is redefining what “financial success” looks like

>The power of being real online (and how it attracts clients)

>What he’s learned from working alongside Doug Boneparth

>The future of planning for younger generations


If you’re early in your career and wondering where to start, Cliff’s story is proof that unconventional paths can lead to incredible opportunities.



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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, and refined their client service models through experience.


Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.


We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.


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.

Advisor Freedom
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.