How They Serve Dozens of Clients & Stay Married

Should you marry your business partner?

That's what Dave & Lauren Fischer did.

Their love story turned business partners is almost as good as a certain Avril Lavigne song from the early 2000s. 

Dave started in tech. Lauren started in hedge funds. Neither thought financial advising was in their future.

But after late-night talks, big career shifts, and a lot of “are you sure about this?” from friends… 

They teamed up. And turned skepticism into strength.

Now they’re building a practice rooted in care and competence. 

Helping retirees navigate life’s biggest transitions. 

Helping business owners through exits, taxes, and strategy. And doing it as true partners, at work and at home.

We covered: 

• How they went from tech and hedge funds into advising 

• The unique challenges (and wins) of building a business as spouses 

• Their focus on care as the ultimate growth strategy 

• Creative marketing that makes financial planning fun 

• Why trust, not tactics, drives referrals

You can find Dave & Lauren:

-LinkedIn: https://www.linkedin.com/in/dfischer21/

-LinkedIn: ⁠https://www.linkedin.com/in/fischerlauren/

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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.

Hosted by ⁠Conner Young⁠, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.

Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.

We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.

Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.