If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases – this episode is for you. Anna Sergunina, CFP®, covers a lot of ground, and every minute of this podcast is jam-packed with valuable information!
Brent Beene, CFP®, MS and Matt Masterson, CFP®, CPWA®, are both wealth advisors at Regent Atlantic – a financial planning practice in New York. Whether you’re a new planner who is looking to learn more about how to find a firm with cultivated career tracks, or you’re a firm owner who wants to implement a similar system in your own practice – this episode is a must-listen!
Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers, or a handful of heroes who bring in business. Instead, he focuses on celebrating every member of the team who each contributes their own unique skill set to their firm’s growth.
Ashley Murphy, CFP®, is a financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” – it’s a specialization.
This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business, and where you can connect with like-minded advisors who all want to grow and make this profession the best it can be.
Breanna believes in being yourself, and owning your knowledge and expertise as a business owner. She has so many fantastic insights on showing up, moving through difficult business decisions, and growing the practice you’ve always dreamed about.