Ep 10: Persistence, Planning, and Networking with Mike Irvin

How do persistence and strategy play into achieving long-term success in financial planning? In today’s episode, Mike Irvin, CFP, from Integrated Financial Group, shares his inspiring journey and the critical lessons he's learned along the way. From cold calling to smart networking, Mike reveals how he made his own luck and used metrics to measure his growth. You'll discover the value of having a process in place and why asking the right questions can make or break a referral. Listen in to learn how Mike helps clients reduce college expenses through strategic school shopping and financial planning. You'll also hear about the importance of discovery meetings to determine client fit, why networking is the backbone of business success, and more.