Tune in to “What Works: Over 2500+ Years Experience in Financial Planning” hosted by Don Patrick. 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. Join us every other Thursday, as we explore the wealth of knowledge accumulated from over 2500+ years of combined experience in financial planning.
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Chris and Nicholas Rios
Advisors
Financial Strategies Group
Temp Davis
Financial Planner
Integrated Financial Partners
Alan Bratic
President
ThompsonBaker Financial
Rebekah Fero
Principal, Financial Planner,
Fero Financial
John Franklin
Founding Partner and CFP® Franklin Watkins Financial Group
Nathan Kohlhoff
Founder
East Beach Wealth Solutions
Sarah Kosmerl
Financial Advisor,
Blue Heron Financial Group
Mark Smith
Partner,
Magnolia Financial Group
Justin Burgess
Partner, CIO
Madison Financial & Associates
Tim Fail
Financial Advisor,
Collins Wealth Management
Cindy Skaggs
Certified Financial Planner,
Integrated Financial Group
