Jason Butler on building a financial planning firm and selling it to his team episode artwork

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

Episode metadata supplied by the publisher feed · Published Apr 23, 2020

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Jason Butler on building a financial planning firm and selling it to his team

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