Invaluable information each episode
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Dan H CFA via Apple Podcasts ·
United States of America ·
07/31/19
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“I am getting ready to start my career in financial planning. I am a career changer and this is exactly the type of podcast I was looking for. I would like to build a lifestyle practice one day!! Thank you for everything you do!!”
coptoplanner195 via Apple Podcasts ·
United States of America ·
12/31/19
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“This is a weekly must-listen for every advisor that wants to make the most out of their practive and their life!”
RetireMeASAP via Apple Podcasts ·
United States of America ·
12/08/19
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“This has to be a top / must listen to for all advisors or business owners!!!”
Jason - TUSA via Apple Podcasts ·
United States of America ·
07/08/20
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