001: The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®

Everyone has an origin story—including SHP. Today's first episode of the Retirement Road Map® podcast is all about our backgrounds, who we are, and why we hold the values of financial planning so true to our heart. For us, it's all about the ripple effect. It's not just our clients that we're helping win at life, but it's their families and friends. We believe what we do here at SHP really does make a difference and can change the lives of many people, both directly and indirectly.  We share the stories of how we came to this industry, the hard work we did along the way, and how we discovered explicitly what we did not want to be as we created a highly accomplished client-focused financial advisory firm over the last twenty years. In this podcast discussion, you'll learn:  The massive trap that so many financial advisors currently fall into. Why Derek, Matt, and Keith launched their own company in their mid-twenties. Why so many clients feel like the victims of a bait and switch after signing on with a financial advisor. What makes SHP's five-step process to financial advisory so unique. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube