Aug 25, 2021
Starting up in the financial planning space requires money, but how much? If you’re interested to learn about how to fund your startup costs and what specific expenses to plan for, this episode is for you. Daniel and Forrest both share specific examples from their own experience as well as their recommendations for Do’s and Don’ts. Every dollar in your practice has a purpose so the trick is determining which spending priority is the most important, especially in the early stages.
P.S. Go read Profit First by Mike Michalowicz.