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Kevin Spahn

Financial adviser

Sep 3, 2026

11:56
Can you talk about where your personal practice is today? And then I want to ask you about the decision to leave Northwestern and sell and team up with Andy and team.
12:07
Well, I have to go back to the beginning.
12:09
What was attractive to me about this business is i went from a career which was confrontational adversarial i was a trial attorney for six years and every day i would fight with people over things i didn't necessarily have a personal interest in and i didn't really believe in always but the adversarial confrontational nature wasn't really my personality and i would take it too personally so sometimes i'd go home in a bad mood because i was fighting with somebody taking a deposition at night After so many years as a trial attorney, I started going to people's houses and doing wills and trusts.
12:44
And that's where the dynamic of working with a client or a potential client, feeling that you helped them, And walking out of the meeting where they would appreciate what you did for them and you build a relationship and actually all of a sudden have a friend, that dynamic was attractive to me.
13:01
And that's really what got me to transition into the business.
13:03
So I think it was really helpful to me at the beginning of this career.
13:07
As Andy said, we all grew our businesses one client at a time.

28 MINS LATER

40:43
So Kevin, for you, what did it mean differently for you to become a partner and get equity in a larger firm rather than we'll say the less risky move of just taking everything in cash? Why was that an important distinction for you?

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