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Helping Large and Small Clients at Scale
You're a Financial Planner, Now What?
English - February 16, 2021 10:00 - 53.9 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Advocacy and Building the Future
JD Bruce, CPA, PFS™, is Chief of Innovation at Abacus Wealth Partners. He spoke with Hannah Moore, CFP®, about the unique business model that allows Abacus to serve large and small clients at scale and how their rigorous training program produces advisors who can handle the complex interpersonal challenges of talking to people about their money.