Ep 226. Shaping the Advisory Team, with Josh Cheatle

David is joined by Josh Cheatle, Retire SMART’s new Director of Wealth Management, to talk about what it takes to grow a firm the right way—from building culture and leadership to developing a deep bench of skilled advisors. We’ll share how a nationwide search led us to a surprising local connection, and how Josh is helping shape the future of our team and client experience.