#25 - Financial Date Nights and Creating Amazing Client Experiences - Jim Crider

Only Fee-Only · Nov 17, 2022 · 58m

Jim's Bio:

Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.

Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While I cherish each client I’ve served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.

I am a CERTIFIED FINANCIAL PLANNER™, and the message…