Nov 29, 2022
This episode is a curveball from the typical topics we discuss, as I wrote this one for other financial advisors rather than retirees.
We talk about some of the benefits to starting your own firm, what niche you'd like to serve, how many clients fit on your "bus," what technology makes sense, if the term "fee-only" is...
Nov 14, 2022
On today's episode, I share a few things I’ve learned- some from life experiences, some excerpts from books I’ve read, and others from clients I’ve had the opportunity to learn from over the years.
My goal is to inspire you to brainstorm some of your own lessons learned. Perhaps lessons you would like to pass...