Client Engagement, Niche Markets and Personal Growth

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Josh Donley – Wealth Manager, Mosaic Capital Management

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Jason Bokina

Over 2500+ Years Experience in Financial Planning

In each episode, Don sits down with an experienced financial planner, uncovering the unique insights and experiences that have shaped their careers. From navigating market fluctuations to building successful client relationships, Don and his guests share invaluable business tips and strategies for financial planners looking to thrive in the industry. 

More Episodes

Ep 34 Building a Planning-First, People-Focused Firm with Kelly Lee & Shane Gaddy

Ep 34: Building a Planning-First, People-Focused Firm with Kelly Lee & Shane Gaddy

Discover how establishing a clear niche, investing in specialized team expertise, and transitioning to an independent model are essential steps for maximizing revenue.
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Ep 33 Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Ep 33: Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Discover the power of structured G2 onboarding, the critical five-year progression timeline, and how defined team roles lead to a sustainable, next-generation-ready financial practice.
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Ep 32: Finding Purpose Through Change with Temp Davis

Ep 32: Finding Purpose Through Change with Temp Davis

Discover how leveraging diverse life experiences, building an extreme discipline, and investing in high-quality educational marketing are essential for sustaining and growing an enduring financial advisory practice.
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