Talkin' Shop

Talkin’ Shop: Rockie Zeigler, CFP® And Common, But Not So Common, Planning Mistakes

In this post-workout episode of Talkin’ Shop, Rockie Zeigler, CFP® and I continue our conversation from the previous episode with Isaiah Douglass, CFP®. I asked Rockie to share a little more about his firm, the type of clients he typically works with, and some of the common planning mistakes he sees. This episode is called “Common, but not so common, planning…

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Talkin' Shop

Talkin’ Shop: Isaiah Douglass, CFP® and Rockie Zeigler, CFP®

The Registered Investment Adviser is the fastest growing model within the financial planning community; financial advisors are breaking away from traditional investment firms to provide financial planning to more people by using different business models, and I had a couple of friends join me today to talk about their firms. Rockie Zeigler, CFP® is the founder of a newly launched RIA,…

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