About this episode

Ed Gunnell discusses launching a financial firm just before the 2008 crash and shares insights on client acquisition and partnerships.

In this episode of Default Profitable, host Matt Nettleton sits down with Ed Gunnell, founder of Gunnell Financial, to dig into what it takes to launch a financial firm at the worst possible time—Ed went out on his own in early 2008, just before the market crashed. He shares how he built a holistic, one-stop practice that brings taxes, investments, and insurance under one roof, why his financial-planning background makes him a more proactive tax advisor, and the one early partnership he says he'd undo if he could. Founders and aspiring business owners will walk away with grounded takeaways on landing those first clients, knowing when to bring on help, and why the attorney and the accountant are the two things you never cheap out on. Learn more about Ed Gunnell and Gunnell Financial at https://gunnfin.com. Listen to more Indianapolis Business Leaders at https://defaultprofitable.com or subscribe to Default Profitable on your favorite podcast platform.

People in this episode

Host: Matt Nettleton

Guest: Ed Gunnell

Topics covered

• financial firm launch
• 2008 market crash
• tax advisory
• business partnerships

Mentioned in this episode

Organizations: Gunnell Financial

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