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Advice Only While Still Serving with Sam Lewis
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In this episode, we welcome Sam Lewis to talk about his different career path than all of our prior guests so far. Sam is currently the Recruiting and Retention Senior Enlisted Leader for the Delaware National Guard as well as the founder of his own RIA, SJL Financial. He has served in the Delaware Guard for more than 23 years in a variety of roles. As he shares in our interview, he stumbled into the world of financial advice through the help of information and mentorship at the right times in his life.
We talk about Sam’s educational journey and the reasons why he decided to start his own firm so he could meet the ethical boundaries he set for himself and control his schedule. Sam shares the nurturing he has done in his practice and the seminar marketing that has helped get his name out there. I love how intentionally Sam has deliberately structured his practice to focus on advice-only, project and hourly work. Sam shares how he structures his planning process to deliver the most value for the clients that fit in this advice model. I know you will benefit from hearing his career story!
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