Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Adviser 3.0: The Podcast
00:00
Introduction
Jake Usher is one of the producers here at retirement tools. This week's episode features three panelists who are pioneers in the industry. We also feature Alan Smith, CEO of Capitalized Management and co-host of Brilliant Trap Podcast. The show will be back on air next Wednesday with a new round of guests.
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Transcript
