72 - M&A Musings with special guest Rob Stevenson.
TRAP: The Real Adviser Podcast
00:00
Navigating Financial Planning: Insights and Challenges
In this chapter, speakers delve into the intricacies of writing books relevant to financial planners, focusing on professional development and practical resources. They discuss the editing of their second book, the significance of digital courses, and plans for future collaborative sessions. The conversation also addresses client interaction, growth stages, and the importance of staying true to one’s principles while managing an advisory practice.
Transcript
Play full episode
