Growing A Firm:
Growing a firm takes grit. You’ll be in the weeds working on your firm’s processes, marketing, sales, operations, and more. Luckily, you have the #YAFPNW podcast in your financial planning toolbox! These episodes will walk you through a wide range of business topics – all of which will help you successfully run and grow your firm.
James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.
Deborah Fox’s approach allows you to work on your business rather than just in your business and helps financial planners develop a systematized approach to working with clients.
“Sales” is viewed as a dirty word, but Glenn Mattson wants to change that. Join us as we look at what sales really is and what we can do today to better our careers.
Mike Mills shares great insight for those who are starting their firm and shares his personal story of how experiencing a disability shaped how he approaches financial planning differently than others.
The best way to prepare to become a firm owner is to start thinking like a firm owner today and Tom’s insight will definitely give you a jump start on that!