EPISODE · Apr 23, 2020 · 59 MIN
Jason Butler on building a financial planning firm and selling it to his team
from The Plannex Podcast · host Plannex
How he entered Financial Planning and how he built Bloomsbury How they built a successful team Why he decided to sell and what he is doing now What he looked for in hiring people Advice for engaging younger customers
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Jason Butler on building a financial planning firm and selling it to his team
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