Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
135: Ideas to Implement - Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
LINKS FOR THIS EPISODE:
Find Kevin's Book MBL to CFP here!
Learn more about dowealth.com here!
Connect with Kevin on LinkedIn
Check out Episode #85 all about breaking up with your B/D on iTunes here!
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The skinny
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