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Disrupting Traditional Finance: How Proxy Financial Puts Clients and Advisors First with CJ Davidson
In this episode of Beyond Fulfillment, host Dave sits down with CJ Davidson, founder of Proxy Financial, to dive deep into what it takes to build a business that truly disrupts the traditional finance model.
CJ shares his firsthand experiences going from the mainstream world of big finance to starting his own independent firm, revealing decisions, hardships, and lessons every business builder will relate to. You’ll hear about the power of questioning old assumptions, what it means to serve clients as individuals, and why putting people (both client and advisor) at the center of the business…
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