Daniel Wrenne revisits the podcast to provide an update on the progress he's having with his firm - Wrenne Financial Planning. Daniel is nearing client capacity after two years in business and he's doing so by successfully employing niche marketing. We last spoke with Daniel in episode #14 as he was just establishing the new firm. Today, we look back at his year of growth and dig into the processes he's developing to realize his growth goals.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/70
Behind The Advisor