Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about operations and firm culture.
This week we have the audio from the February 16th FPA DFW YAFPNW seminar. Last Thursday’s seminar was lead by Hannah Moore from GWM and Casey Kupper from Cadent Capital.
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!