Behind The Advisor
Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
May 29, 2024
Jack Arnold and David Harpool, founders of AVID Planning, discuss their transition to independence, partnership dynamics, reducing client base for quality planning, navigating disagreements with shared values, and their commitment to client care in a comprehensive and insightful conversation.
54:05
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Quick takeaways
- Transitioning to an independent RIA offers career flexibility and autonomy outside a large financial firm.
- Reducing client base by 50% allows for deeper, more personalized planning and stronger alignment with values.
Deep dives
Jack Arnold and David Harpole Exploring the Growth and Dynamics of Avid Planning
Jack Arnold and David Harpole, the founders of Avid Planning, share insights on the challenges experienced while growing their firm and the adjustments made since their last appearance on XYPN Radio. They discuss their partnership dynamics, the emphasis on handling conflict, and the benefits of mutual support and shared responsibilities.
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