Dave Grant joins us to respond to an e-mail from Kristen, a financial advisor and listener. This is a hard profession to break into, but it is worth it!
Casey Kupper joins us to share the story of his career path and succession plan. Live #YAFPNW.
In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. After hearing Rett and Sean’s podcast, I think young financial planners should seriously consider partnering with others when they start their own firms.