Ashley Murphy, CFP®, is a fee-only financial planner who works with Australian expats. He’s built his business on one key idea: working with expatriates from Australia isn’t just a “niche” – it’s a specialization.
Too often, we focus on how people can break out and start their own firms, or pave their own way in this profession. Celebrating being content building your own career path within an existing firm – and it shouldn’t! Ginnie Baker tells us all about building a career path within a practice, and why she’s happy with the work she’s doing.
Harold Evensky, sometimes called The “Dean” of Financial Planning, loves this profession. This year, he was awarded with the P. Kemp Fain, Jr. Award – which is often equated to the lifetime achievement award for financial planners. It was an honor to have him on this episode of #YAFPNW!
This episode is a must-listen to for financial planners who relate to Larry’s statement that the current model of wealth management is outdated. Larry tackles how to adopt revolutionary planning practices for your business, and where you can connect with like-minded advisors who all want to grow and make this profession the best it can be.