
Building Pillars of Independence with Greg Curry
In this engaging episode of RIA Collective, host Charlie Van Derven sits down with Greg Curry, founder of Pillar Financial in Louisville, Kentucky. With nearly three decades of experience spanning accounting, insurance, and independent advisory, Greg shares his unique journey from CPA and institutional product management to building a successful fee-only RIA.
The conversation dives into the lessons Greg has learned along the way—why simplicity and operational excellence are critical to client success, how a focus on planning over products builds lasting trust, and why clear processes and…
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