In an exclusive interview with Advisor Hub, Founder, Chairman, and CEO, Steve Cassaday, shares his journey from storming into offices as a young jobseeker to building the successful independent wealth management practice known today as Cassaday & Company, Inc. During this candid conversation, he reveals his biggest mistakes, what he’d do differently starting out today, and essential advice for the next generation of financial professionals. 

From his early days of persistence to the challenges of going independent, Cassaday opens up about pivotal moments that shaped his approach, including: 

• Why transitioning from advisor to businessman is the hardest part of going independent 
• The personal moment that changed his approach to delegation and work-life balance 
• His unique mentorship philosophy: “Find someone who’s crossed the desert” 

His insights offer a glimpse into both the business side of financial advisory and the personal sacrifices that come with building a practice from the ground up. 

Read the complete interview from Advisor Hub here: https://www.advisorhub.com/resources/cassaday-bold-and-successful/