Time for a change! For this episode, I am the one being "interviewed". Take this as my announcement for my departure from Six Point Financial Partners after seven years to join a retiring advisor's practice. I am having this conversation with John Howe-Wemett to discuss the decision-making process, the importance of finding the right professional fit, and the value of independence in the financial advisory field. Key topics include the differences between independent financial advisors and those tied to larger firms, the significance of CFP credentials, and the value of a client-advisor personality fit. I also addresses the challenges and opportunities in building my own brand and how this transition aligns with my career goals.

Check out the new brand: Cultivate Financial Planning at https://cultivatefinancialplanning.com

Ver todos los episodios