Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
Behind The Advisor
Evolution of Avid Planning and Transition to Independence
The chapter explores the journey of Avid Planning, a financial planning firm tailored for mid-career couples, high earners, and personalized service. It delves into the founders' background in the financial industry, their shift towards independence for client-focused work, and the challenges faced during the transition. The speakers discuss breaking away from a broker-dealer model, navigating non-compete agreements, and the financial implications of adopting modern technology for financial advisors.
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