Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop. We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it’s really like to study and sit for the CFA exams.
Show Notes
[06:02] Wholesaling – Tony starts off the conversation by explaining what wholesaling is and how it works.
[13:15] Tony’s story – Tony shares how he got into wholesaling initially and what he had to do primarily.
[20:02] The transition – Grant and Tony discuss his decision to start his own firm.
[25:00] Fiduciary responsibility – Tony shares his definitions of fiduciary responsibility.
[30:43] XY Planning Network – Grant and Tony discuss XYPN, a turnkey advice and planning platform for financial advisors.
[34:16] The process – Tony shares what services he wanted to provide and whom he wanted to provide them for when he started his firm.
[44:30] Chartered Financial Analyst – Tony explains what CFA is and why it is by far the most prestigious and challenging designation in the industry.
[54:00] Storytime – Grant's shares his experience attending a night event at the CFA Institute with Tony.
Resources
Connect with Tony
Website - slalomwealth.com/
LinkedIn - linkedin.com/in/tony-matheson/
XY Planning Network - xyplanningnetwork.com/