Reggie, over at The Financial Coconut, invited me for a chill conversation about working in an advisory firm. You can watch the whole interview here: I was always intrigued by where Reggie’s set was, and after the interview, I realized that there was an interesting story behind their office and experienced how the production was done. I got to give props to the person editing the video. He made me sound like I actually made some sense. I went into:

1. After joining Providend, did some past perceptions about the financial advisory industry change?
2. When looking for an adviser, what should you be looking for
3. Tough questions like how to find a good adviser
4. What I think about robos
5. Can we still DIY (do it yourself)?
6. What advice will I give millennials who are figuring their life out?
7. What defines a good or bad plan?

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