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Resource Options International, Inc. | Executive Recruiting | Middle Market | CEO Career Journeys, Resource Options International, and Inc. | Executive Recruiting | Middle Market | CEO Career Journeys에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Resource Options International, Inc. | Executive Recruiting | Middle Market | CEO Career Journeys, Resource Options International, and Inc. | Executive Recruiting | Middle Market | CEO Career Journeys 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Travis Penfield, Founder & CEO, 49 Financial

44:43
 
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저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on November 04, 2023 13:12 (5M ago). Last successful fetch was on October 16, 2022 10:34 (1+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 280666509 series 2345250
Resource Options International, Inc. | Executive Recruiting | Middle Market | CEO Career Journeys, Resource Options International, and Inc. | Executive Recruiting | Middle Market | CEO Career Journeys에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Resource Options International, Inc. | Executive Recruiting | Middle Market | CEO Career Journeys, Resource Options International, and Inc. | Executive Recruiting | Middle Market | CEO Career Journeys 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Travis Penfield is the Founder and CEO of 49 Financial. Travis graduated Magna Cum Laude from Texas A&M University in 2011 with a degree in Finance from Mays Business School. Upon graduating from A&M, he worked at Deloitte Consulting until November of 2012 when he started his career as a financial advisor at AXA Advisors. While at AXA, early on in his career, Travis started building a team of advisors. Under Travis’ leadership, his group broke all the records in hiring, retention, and development in a very established and long-standing company. Travis and his emerging leaders hired primarily new college graduates, giving them a vision of how their values can and should inform their work, and how great an impact they can have on people’s lives through finance. In October of 2019, Travis transitioned and started an independent financial planning firm. As a privately owned and fully independent company, 49 Financial will grow to over 200 advisors in its first official year of operation. Travis and his founding partners developed the name and brand of 49 Financial. The entire business model is based on the firm’s motto, “Two are better than one”, which centers its focus on the principle that doing things together with others on a similar mission will always result in a greater impact than doing it on your own. This motto comes from Ecclesiastes 4:9 which says, “Two are better than one for they get a better return for their labor”. 49 Financial is headquartered in Austin, Texas with offices in Dallas, Houston, San Antonio, and Atlanta. The firm plans to expand to 10 new cities over the coming 3 years to keep up with its unprecedented growth in the industry. Travis lives in Austin with his wife Jaclyn, their daughters Charlotte and Olivia, and their golden doodle Duncan. In his spare time, you can find Travis playing with his girls, playing golf, catching a Peloton ride, or enjoying wine and good food. 49 Financial may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. 49 Financial and Thrivent Advisor Network, LLC are not affiliated companies.
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191 에피소드

Artwork
icon공유
 

저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on November 04, 2023 13:12 (5M ago). Last successful fetch was on October 16, 2022 10:34 (1+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 280666509 series 2345250
Resource Options International, Inc. | Executive Recruiting | Middle Market | CEO Career Journeys, Resource Options International, and Inc. | Executive Recruiting | Middle Market | CEO Career Journeys에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Resource Options International, Inc. | Executive Recruiting | Middle Market | CEO Career Journeys, Resource Options International, and Inc. | Executive Recruiting | Middle Market | CEO Career Journeys 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Travis Penfield is the Founder and CEO of 49 Financial. Travis graduated Magna Cum Laude from Texas A&M University in 2011 with a degree in Finance from Mays Business School. Upon graduating from A&M, he worked at Deloitte Consulting until November of 2012 when he started his career as a financial advisor at AXA Advisors. While at AXA, early on in his career, Travis started building a team of advisors. Under Travis’ leadership, his group broke all the records in hiring, retention, and development in a very established and long-standing company. Travis and his emerging leaders hired primarily new college graduates, giving them a vision of how their values can and should inform their work, and how great an impact they can have on people’s lives through finance. In October of 2019, Travis transitioned and started an independent financial planning firm. As a privately owned and fully independent company, 49 Financial will grow to over 200 advisors in its first official year of operation. Travis and his founding partners developed the name and brand of 49 Financial. The entire business model is based on the firm’s motto, “Two are better than one”, which centers its focus on the principle that doing things together with others on a similar mission will always result in a greater impact than doing it on your own. This motto comes from Ecclesiastes 4:9 which says, “Two are better than one for they get a better return for their labor”. 49 Financial is headquartered in Austin, Texas with offices in Dallas, Houston, San Antonio, and Atlanta. The firm plans to expand to 10 new cities over the coming 3 years to keep up with its unprecedented growth in the industry. Travis lives in Austin with his wife Jaclyn, their daughters Charlotte and Olivia, and their golden doodle Duncan. In his spare time, you can find Travis playing with his girls, playing golf, catching a Peloton ride, or enjoying wine and good food. 49 Financial may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. 49 Financial and Thrivent Advisor Network, LLC are not affiliated companies.
  continue reading

191 에피소드

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