You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Sourcing, Closing, and Servicing: A New Compensation Model

August 25, 2020

Zacc Call, CFP®, is a partner and wealth advisor at Utah-based Capital Financial Network. In this episode, Matt and Zacc talk about the unique structure of Capita’s compensation model, how he joined the profession, and what new financial planners should do when job hunting.