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Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.

He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.

In this episode, Brian and Jim discuss:

1. Building Client Confidence: Lessons from Market Turbulence

2. From Seminars to Referrals: Building a Steady Stream of New Clients

3. Balancing Tax Planning and Investment Management

4. Surviving and Thriving in Financial Services

LinkedIn: https://www.linkedin.com/in/jimanchorbay/

Website: https://www.anchorbaycapital.com/

Twitter: https://twitter.com/JAllenCFP

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