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Blake Street – Financial Advisor to New Media: From Tik Tok to E-Sports & OnlyFans | #488

The Meb Faber Show - Better Investing

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The Future of Financial Planning

Blake: I don't track too much a current status of the financial planner. Every process that we do as a firm starts and originates within sales force. EOS processes are documented and shared by all team members, so they can improve upon them if something is broken or inefficient. We also have this recent feature where certain types of tasks from custodian or custodian will alert us when it's not working properly.

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