HeyJaredAdvisor Freedom
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show…
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Compliance Is Killing Your Growth: Here's the 99% Fix (opens the original)
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“I went to IBM, went through their three months sales bootcamp. And that was it. I was hooked.” (02:58) “Instead of just calling and talking about product, I started calling and saying, hey, do you mind sharing your portfolio with me so I could see where we could add alpha?” (07:08) “He looked at me and said, if you could build the ability for me to use my own phone with my own phone number and only capture my client's conversations and texts, you would have something.” (28:21) “We could reduce
Say Less, Do More: Tailored PR for Advisors (opens the original)
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“I had seven different jobs… I was just picking up all the work that I could pick up just to basically survive.” (02:54–03:22) “I was comfortable with rejection, which is, you know, in PR, you're always getting rejected.” (04:42) “I was working at the agency and my first day back was the day that COVID hit the US.” (13:42) “I had a three‑month‑old at home…and my husband's business was shut down.” (13:42) “We really want you to lean in and be yourself.” (26:18–26:48) “I don't have visions to buil
Betting on Yourself: Leaving the Traditional Firm to Serve Women in Transition (opens the original)
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“I was handed a book of high‑net‑worth clients and just had rapid‑fire conversations.” (02:55–03:24) “It was more of a therapist than a financial advisor.” (04:46–05:19) “If I’m going to invest in anything, it’s going to be on myself.” (12:26) “Wild Iris — the name came from the flower: it dies and grows back, and that’s symbolic of life phases.” (18:20) “I don’t want to sacrifice quality just to hit a growth number.” (28:12) “There’s a difference in talking with someone that you know can calm t
Know Your Loss: How Measured Risk Rewrote Portfolio Risk (opens the original)
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“How much worse could it get? And I didn't have an answer.” (05:19) “Diversification doesn’t protect you when everything falls.” (05:46) “We can actually have a synthetic equity allocation with only about 13 to 15% drawdown risk.” (16:51) “If you build a portfolio that doesn't participate in the first 15% it’s a different journey — and sometimes a dangerous one.” (21:06) “It’s remarkable when you ask a client to give you the dollar budget of their loss, not a percentage, that number gets a lot s
People Need Clarity, Not Just Investments: The Clarity Wealth Journey (opens the original)
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“She started by knocking on doors. Thousands of them… Literally wore the heels off her shoes building her first book of business.” (01:20) “No shortcuts. No warm intros. Just grit.” (01:35) “No big office. No team. Just a card table and a phone.” (03:18) “The inspiration behind it all? My dad. He passed away the same year I launched the firm after battling Alzheimer’s.” (03:50) “People do not just need investments. They need clarity.” (04:12) “I fought through cancer. Three different times. Stil
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