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Military to Financial Planner Podcast


Sep 22, 2021

BLUF (Bottom Line Up Front):  Over the long run, your practice will reflect you.  However, at the beginning, it will be very hard to ‘niche’ your practice because profitability is initially a revenue problem.  Over time, you may have more flexibility to make intentional decisions that will shape your practice.

Main question:  Do you want to be an ER doctor, or a right-hand surgeon?  Most surgeons end up having to do some time doing the things they don’t like, but eventually end up where they want to be.

Listen on as Daniel and Forrest share their valuable lessons learned, what's worked and what didn't, and ways to think about this for your financial planning career!