Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller
Financial Advisor Success
00:00
Evolution of Financial Planning Firm in Healthcare Industry
The chapter delves into the financial structure and evolution of a financial planning firm specializing in the healthcare industry, highlighting their revenue sources, client base, and service model. It explores the shift from commission-based to fee-based services, focusing on creating value for healthcare practitioners with unique financial situations. The speaker shares insights on expanding services to various healthcare professionals and consultants, emphasizing the impact of aligning business profits with personal finances for business owners.
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