In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client services.
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your worry when you’re just getting started.
Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to starting her own firm.
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.