Ep 34: Building a Planning-First Advisory Firm Through Partnership, Process, and Succession with Kim DeProspero and Hank Cleare
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Ep 34: Building a Planning-First Advisory Firm Through Partnership, Process, and Succession with Kim DeProspero and Hank Cleare
-
ナレーター：
-
著者：
What does it take to build a financial advisory firm that can grow beyond its founders while staying deeply focused on client relationships? In this episode, Kim DeProspero and Hank Cleare, partners at Financial Strategies Group in Sunrise, Florida, share the story behind their careers, their partnership, and the evolution of FSG into a planning-first advisory practice.
Kim reflects on her early start in the insurance business, her transition into financial planning, and the lessons she learned from rebuilding her practice from the ground up. Hank shares how his background with the Federal Reserve and bank consulting eventually led him into financial planning and IFG. Together, they discuss how they successfully merged their practices, built a strong team, created a succession path for the next generation, and developed processes that allow the firm to serve clients consistently, whether they are in Florida, Atlanta, the Keys, or Italy.