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Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson

Model FA Podcast

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Journey of Building Abundo Wealth and Leveraging Technology in Financial Planning

The chapter follows Eric's progression from intern to partner at a broker dealer, his decision to establish Abundo Wealth to serve a wider client base, and the firm's growth in team and services. It emphasizes the use of technology and custom tools to enhance client relationships and operational efficiency, as well as the potential offering of internal technology to other advisors. The importance of referrals, client experience, and the transition from larger firms to independent setups are key topics discussed.

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