Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele.

Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble. We also discussed why and how Michael made alternative investments a core part of his investment strategy.

There's no one predefined path that will lead us through the challenges and heartbreaks that we all face in life. Often times the best that we can do is learn to accept and explore our emotions while remaining open to the opportunities in front of us. That willingness to explore and grow can help us heal, and help us redefine who we are going forward.

In today's adventure episode, I talk to Jess Bost, VP – Brand Partnerships at Alpha Architect, a research-intensive asset management firm. Jess is also the host of The Breakthrough Factor podcast, a CrossFit coach, and an Olympic weightlifter.

Jess was in a "dark night of the soul" place due to personal trauma and she shares with me, in raw, real terms, her journey of personal and professional self-discovery that brought her to a place of strength where she now coaches others who want to make major life changes and plan for a successful future.

As I said to her during the show, what she shares is "a gift" to those who listen. Don't miss it.

Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent financial advisors. 

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investment products are helping their advisors offer more value to a wider variety of clients.