Trends in Financial Planning Revenue with Jeff Hoenle

Scott welcomed back Jeff Hoenle in studio for a discussion on financial industry trends, revenue models, broker dealers and more. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). His industry expertise and advice are highlighted throughout this episode, get ready to take notes!Listen to Jeff’s previous episodes here:Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why?Ep. 041: The Five Pillars of Financial Planning with APEGEp. 042: Proper Estate Planning For The Family Vacation Home with APEG Connect with Scott on LinkedInConnect with Jeff on LinkedInFor more on The Optimized Advisor Podcast click here  For more on APEG click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning