Latest / Financial Planner Life Podcast
Building a Financial Planning Business with Purpose | Nathan Waldrob & Ryan Nobbs
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships.
This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.