Episode Details

In this podcast episode, John A. Kailunas II interviews Wayne Aaron, the president and founder of Aaron and Associates, a financial planning firm. Wayne discusses his holistic approach to financial planning, the Skyward process, and how his past experiences as a minister shaped his understanding of money and client relationships. He emphasizes the importance of protecting clients' legacies and the unique value proposition of his firm. The conversation also covers mentorship for new advisors, challenges faced by young professionals in the industry, and the long-term vision for Aaron and Associates.

If you would like to be a guest

Service owned business

Podcast Closing