Episodios

  • Apache Helicopters, Horses, and Financial Planning | Derek Merkler | Trophy Point FP

    Apache Helicopters, Horses, and Financial Planning | Derek Merkler | Trophy Point FP
    Apr 2 2026

    Derek Merkler flew Apache helicopters, worked night shifts at Amazon, breeds horses, and built Trophy Point Financial Planning from the ground up.

    In this episode, Derek and Zach discuss what it really takes to build a sustainable CFP practice of your own:

    12-hour days, marketing that doesn't comes naturally, and the survival mindset nobody tells you about, etcetera.

    Have a lunch & learn listen, Derek shares great nuggets of wisdom for any current or aspiring solo+ CFPs!
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    39 m