{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"012 \/\/ What's New at WQ?","description":"David Kern, President of Wealthquest talks with Wealthquest CEO Wade Daniel about the origins and growth of Wealthquest. Wade graduated with a chemical engineering degree from University of Cincinnati. He became interested in finance and wanted to help other people with their finances. As he began working in the field, he discovered there was a disconnect when businesses had to outsource parts of the financial plans such as taxes or estate planning. He was a pioneer in implementing the all under one roof financial plan. In 2006, James Lenhoff and Wade Daniel were co-founders of Wealthquest. They implemented the all under one roof financial planning concept and took it to the next level. David shares when he joined the team and wisdom shared by James Lenhoff before 2020. They stopped growing the company and grew and refined the team in order to offer the best possible client services. After exploring the Wealthquest origin story, David and Wade share what\u2019s new at Wealthquest and talk about why business growth is so important.    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP\u00ae certification mark, the CERTIFIED FINANCIAL PLANNER\u2122 certification mark, and the CFP\u00ae certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.   Resources & Links Related to this Episode Wealthquest Get Started Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth David Kern, President Wealthquest Wade Daniel, CEO Wealthquest ","author_name":"Invest In Your Life","author_url":"https:\/\/wqcorp.com\/category\/podcast\/","html":"