This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital.

We discuss business models in the financial planning profession. These models will continue to change and I expect new models to develop over our professional careers.  It is such an exciting time to be part of this profession!

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“If you have clients or people you would target as clients… what kind of firm attracts them? The model does have some impact on how you will resonate with them.”

Thanks to The Milestone Group for hosting us!