Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors, and he joins the show to share his transition from engineer to financial advisor after 18 years in a large manufacturing company. If you're interested in making a mid-career transition, leveraging financial independence to create flexibility, or understanding the real-world decisions involved in starting a firm, this episode is for you.

Listen in as Travis shares how guidance from his mother, a financial planner, set him on a path toward financial independence and made his transition into the profession smoother. He also walks through the key decisions involved in launching his own firm—including choosing the right channel and operating structure—along with the pros and cons of his setup, how he found clients, and key lessons he learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/4qh3MVv