Financial Advisor Success cover image

Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

How to Be a Successful Financial Planning Business Owner

Michigan Metro Detroit is very distinct from Ann Arbor where I live or the Ann Arbor you know kind of metropolitan area and so I was changing markets at the same time even though I'm still 45 minutes from Detroit. "I did not have a natural professional network here where I was going to open the doors" she said. She had intentionally decided to be five minutes from her house in this town that's like a bedroom community of University Michigan professors who in this town used to be like kind of a farm town. It turned out that people were fantastic and very excited to support a female owned financial planning business, he added.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner