Former NFL & NBA performance-nutrition lead Shawn Zell (Fruition Financial, St. Louis) shares how he pivoted from the Rams and Bucks to fiercely independent financial planning—plus what “true client alignment” really looks like. We cover rapid licensing (SIE, 7, 66, 24), rebuilding a modern RIA tech stack, navigating broker-dealer consolidation, fee transparency, and why the best client relationships are relationship-first, not sales-first. Perfect for advisors considering the leap to independence or refining their service model.
What you’ll learn
- Why Shawn left pro sports for wealth management—and how COVID clarified his “why”
- Independence vs. platform handcuffs: choosing partners without giving up control
- Replacing legacy tools (e.g., PortfolioCenter) and standardizing planning, risk, and PM workflows
- Custody choices (Schwab), transparent fees, and avoiding “nickels & dimes” hidden in products
- Practical advice to newer advisors: slow down in meetings, optimize processes, and nurture (don’t pitch)
Connect with Shawn on LinkedIn: https://www.linkedin.com/in/shawn-zell-cfp®-37b48a43/
Connect with Charlie on LinkedIn: https://www.linkedin.com/in/charlievanderven/
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Bobby Bones Show
Listen to 'The Bobby Bones Show' by downloading the daily full replay.