EPISODE · Apr 23, 2020 · 1H 2M
Carl Richards on bringing entrepreneurial spirit into Financial Planning
from The Plannex Podcast · host Plannex
•Carl's brilliant story about how he got into financial planning •How he built his career and made key decisions •Why he decided to leave a big broker dealer and setup a FP practice •His thoughts about the mindset of entrepreneurs •How he sees the future of financial planning
What this episode covers
•Carl's brilliant story about how he got into financial planning •How he built his career and made key decisions •Why he decided to leave a big broker dealer and setup a FP practice •His thoughts about the mindset of entrepreneurs •How he sees the future of financial planning
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Carl Richards on bringing entrepreneurial spirit into Financial Planning
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