Growing a Practice with Project and Hourly Planning

Growing a Practice with Project and Hourly Planning

If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases – this episode is for you. Anna Sergunina, CFP®, covers a lot of ground, and every minute of this podcast is jam-packed with valuable information!

Managing Others Well

Managing Others Well

It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learned about being a manager within their financial planning practice.