Model FA Podcast

Evolving a Financial Planning Firm to Better Serve Clients with Eric Simonson

Feb 6, 2024
Eric Simonson shares his journey of starting and growing his financial planning firm swiftly. He discusses using technology to scale and keep costs low, maximizing credit card rewards for clients, and providing affordable financial planning services. The podcast also covers topics like client referrals, subscription models, legacy letters, strategic growth, and leveraging credit card points for client success.
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