This podcast, hosted by Financial Planning and sponsored by Bill, delves into a host of topics relevant to anyone in the financial planning profession. Some of the questions we answer include:
- Why did you start your firm and what is your mission?
- What business methodology do you use and why do you think this leads to the best outcomes?
- What niche group do you serve and why?
- What support services do you offer to clients and why?
Don't miss this engaging conversation with one of your peers. What you learn might just change the way you approach your business.