Apr 30, 2021
This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a better client experience.
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...