Top Advisor Podcast

Top Advisor Podcast


Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®

September 13, 2021

Most financial advisors get into this business to create freedom and flexibility in their lives. The problem is, very few actually achieve that. Instead, they are tied to their business. The business owns them.  Can you relate to the pain of this unhealthy scenario? If so, how do you create a financial advisor business plan … Continue reading Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP® →