Description
There’s a lot of financial planners out there doing awesome things in their business. We’re not talking fancy new retirement strategies or investment products. We’re talking business building, systems, marketing, client experience and becoming more referable. But we don’t hear about them often. And we want to change that. Planner Pulse is a weekly interview with a financial planner or someone else in the profession, to delve into their knowledge and business. We’ll be discussing the tactics, the strategies and the mindset it takes to build or be part of a successful financial planning business.
