In episode one, we learned about Billy Peterson, president of Peterson Wealth Services. And now, we meet Shaun and Cade, two financial advisors who not only share the same name as Billy, but also the same drive and passion.

Listen as Shaun and Cade explain the process they use to build relationships with clients, how they envision growing their business within the equine industry, and how Billy helped them launch their careers.

Shaun and Cade discuss: 

• How their interest in investing and finances was apparent in childhood
  
• The different types of meetings they use when onboarding a new client
  
• What it’s like working with equine enthusiasts and why they enjoy it
  
• And more!
  

Resources:

• Introducing Harnessing Your Wealth: Meet Host Billy Peterson (Ep. 1)
  
• The All American Futurity 
  
• Speedhorse Magazine
  

Connect with Shaun Peterson:

• Peterson Wealth Services: Shaun Peterson
  
• LinkedIn: Shaun Peterson
  
• shaun@petersonws.com 
  
• 801-475-4002
  

Connect with Cade Peterson: 

• Peterson Wealth Services: Cade Peterson 
  
• LinkedIn: Cade Peterson
  
• cade@petersonws.com 
  
• 801-475-4002