In this episode of Compound Growth, Colin opens up about his personal journey into the world of finance, from childhood dreams of managing Bill Gates’s wealth to the real-world grind of launching his own advisory practice. We hear how early lessons in frugality shaped his money mindset and how a fascination with business and success stories propelled him toward a career in wealth management.

Colin walks us through the pivotal moments that defined his path—internships, hard-won licenses, cold calls, and even tabling at local garden shows—all in pursuit of building a client-first advisory business. From Citigroup margin calls to co-founding a firm during COVID, it’s a raw look at what it takes to build something meaningful from the ground up. Along the way, we dive into why failure is essential, what it means to find freedom in financial planning, and how passion fuels perseverance.

Whether you're a young professional navigating your own career path, an advisor building your book, or just someone interested in the human side of finance, this episode is packed with honest insights and a reminder that growth is rarely linear—but always worth it.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims