Conversations Advisors Rarely Hear... But Need to
Marked Unread, powered by Proxy Financial, opens the conversations most advisors never hear out loud.
Hosted by CJ Davidson and Dom Henderson, the podcast explores the real work, real decisions, and real trade-offs that define life inside a financial practice. Each episode focuses on the professional, operational, and personal considerations advisors face as they navigate growth, change, and career direction.
Designed for advisors who’ve outgrown business as usual, Marked Unread offers thoughtful discussion around industry structure, advisor development, client relationships, and what it actually takes to build a sustainable practice over time.
New episodes are released every Monday morning and are available on our website and wherever you get your podcasts.





