Travis ParryJan 11, 20231 minEp 84: Succession Planning with Mark Drouillard, CFP®Audio: Video: Subscribe: More About This Episode: Our guest for today is Mark Drouillard, CFP®, and Managing Partner at Wealth Management...
Travis ParryDec 22, 20221 minEp 79: Choosing the Right Clients with Bill BloomAudio: Video: Subscribe: More About This Episode: Our guest on today’s show is Bill Bloom. Bill is a family-first, sailboat-racing,...
Travis ParryDec 20, 20221 minEp 78: Organic Growth with Jamie Bosse, CFP®Audio: Video: Subscribe: More About This Episode: Today’s guest is Jamie Bosse, CFP®, RFC, CCFC. Jamie is a Financial Planner, Author,...
Walter StorholtDec 13, 20221 minEp 76: The Importance of Saying No with Morgen Rochard, CFA, CFP®, RLP®Audio: Video: Subscribe: More About This Episode: Our guest on today’s show is Morgen Rochard, CFA, CFP®, RLP®. Morgen is the owner of...