101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson

from The Human Side of Money · host Brendan Frazier

In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different. As a solo advisor at the time, his primary focus was on building a process with one main focus: Building it around the client’s agenda (a.k.a. – the things that matter most to the client). Fast forward to 2023, and … Read More Read More

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This episode was published on November 22, 2023.

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