Ep 14: Client Engagement, Niche Markets, and Personal Growth with Josh Donley

What does it take to build a successful financial planning business while staying deeply connected to your clients? In this episode, Josh Donley, founder of Mosaic Capital Management, shares his entrepreneurial journey, from starting his business to creating a niche. Josh reveals his comprehensive approach to financial planning, highlighting the power of referrals, effective client engagement, and using technology to streamline operations. Listen in as Josh dives into the practical side of financial planning, discussing the challenges of compliance, technology integration, and long-term planning. He also explains the value of visual tools in decision-making, the importance of preparing clients for market downturns, and how collaboration with other advisors helps him grow.