Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
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Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
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Joey Loss is a co-founder of Strivus Wealth Partners, and he joins the show today to share how his career journey led him to start his own RIA and merge with another firm. If you're interested in starting your own firm, navigating career transitions, or learning what it's really like to go through a merger, this episode is for you!
Listen in as Joey shares how a free meal at an FPA meeting sparked his interest in financial planning, leading him to change his major and complete multiple internships during school. He also walks through how he landed his first full-time role, the career decisions that led him to start his own firm, and the eventual merger with another firm. You'll hear about the challenges he faced in both launching and merging a firm—and why the journey has been worth it.
You can find show notes and more information by clicking here: https://bit.ly/438MDo0