You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Merging Career Paths

May 28, 2019

When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.