Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP®

Practical Wisdom from ACP Financial Advisors

Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3+ y ago 36:03

MP3•에피소드 홈

Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board Past President Lois Basil, CFP®, founder of Basil Financial Group, and Hannah Basil Bryant, CFP®, as they explain the process and unique challenges of working together as mother and daughter, and as fiduciary financial planning professionals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Lois Basil and Hannah Basil Bryant, please visit www.BasilFinancialGroup.com.

25 에피소드

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP