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Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin
Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin
ratings:
Length:
96 minutes
Released:
May 8, 2018
Format:
Podcast episode
Description
Peggy Ruhlin, CFP board member and CEO of Budros, Ruhlin and Roe, joins us on the show to share her experience and financial planning journey. She goes into depth about her firms unique process that ensures all clients get the same treatment and experience. Peggy gives us the details of what they offer regarding planning and investment services and talks about how their clients actually requested they get more involved in the investment area. For show notes and more visit: https://www.kitces.com/71
Released:
May 8, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success