Chad Smith, CFP® shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful.
Todays’ guest is Jude Boudreaux, CFP® from Upperline Financial Planning and he is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.
We continue Dave Grant’s story. Very few “success stories” are as honest, real, and refreshing as Dave’s.
In this episode we’ll dive into Dave Grant’s backstory and “the numbers” so I hope you enjoy the episode.