Apr 11, 2021
Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) shares some ingredients of the success of herself and her company - people and process. From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team members’ development at the heart of her organization. Hear about the importance of a culture of gratitude, contributing to community, and an eye for process.
Download materials at: https://www.fpama.org/podcast/