1. The financial industry has changed a lot in the almost 3 years since you launched your website. Where have you seen the greatest changes and how have you…

You probably know by now that at Twenty Over Ten, we love any chance we can get to showcase our amazing clients and their websites. We have done many different…

  1. The financial industry has changed a lot in the almost 3 years since you launched your website. Where have you seen the greatest changes and how have you…

At Twenty Over Ten, we get to work with all different types of financial advisors, and that includes these amazing female-lead advisory firms. From their strong website design to the…

  1. First, how did you decide to start Eudaimonia Wealth, and what was your biggest inspiration or motivator? I’ve spent the majority of my career working with a large…

  1. Since launching your website in 2017, your firm underwent a rebranding from The Cogent Advisor to Cogent Strategic Wealth. Can you tell us a bit more about the…

  1. The Beacon Financial Group story started back in 1996, which speaks to the longevity of your business. Can you tell us a bit more about the backstory of…

  1. When we first chatted in 2018, your firm was Financial Planning Done right. Since then you’ve gone through a rebrand. Can you tell us more about that process,…

It has been a very long spring, but throughout everything that has taken place in the world, we are so grateful that we have continued to work with talented financial…

  1. Let’s start by learning a bit more about Mission: Advice. The name is intriguing and we know that you are a war veteran, so we’d love to hear…