Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
What Was the Low Point for You on This Journey?
I was really just miserable doing exactly what i'm doing at my job at the wire house. I felt like i took a assive step backwards, which i did. And fortunately now, you know, five years into the future, that looks to be true and the case. We serve almost the exact same clients, the same people. They joined us and came with us pretty quickly. I've never been happier. There's a lot going on on my plate, but i wake up so energized and excited.
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