Why We Built Falcon Wealth Advisors (And What Makes Us Different)
Why would two advisors walk away from big firms, turn down large offers, and start over from scratch? In this episode of Upticks, Jake and Cory share the real story behind Falcon Wealth Advisors — where they came from, why they built the firm the way they did, and how their philosophy puts long‑term client…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from Upticks: A Financial Planning & Investment Podcast
See all episodes →
How Much Should Your Adult Kids Know About Your Money?
The Fed Raised Rates. Should You Change Your Financial Plan?
529 Plans, Trump Accounts, and Why the Financial System Feels Rigged
Similar episodes from other shows
More like Upticks: A Financial Planning & Investment Podcast →
Root Financial's Backstory: How and Why the Company Was Founded
How a Poor Kid Built Generational Wealth
Financial Advisors React to the BEST and WORST Tax Advice
What Retirement Planning Gets Wrong, with Jamie Hopkins
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.