Chloé Moore has always known financial planning was for her. This episode will provide many valuable insights into how you can develop a career that helps you achieve your unique vision and definition of success.
Josh discusses how he combines business coaching with financial planning for a successful practice that focuses on working with business owners. He also explores the world of succession planning and how both buyers and sellers can come out on top.
Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning – developing career paths and growing leadership skills in herself and her team members. She explores how new planners can define and follow a career path within their current firm to encourage growth.
This idea of selling people on the value of financial planning is critical as a young planner – and it will completely change your outlook on your approach to your practice!
Technology is undoubtedly an ongoing challenge for financial planners. In this episode, we look at how to audit technology, how to continue your training, and what advisors can expect for the future of tech.