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Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next. Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode. *This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations. *Content provided via links to third-party sites should not be considered an
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