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内容由Financial Planning Association提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Planning Association 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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The Fast-Track to Partnership

 
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Manage episode 316126565 series 2444261
内容由Financial Planning Association提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Planning Association 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.

Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.

  continue reading

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Artwork
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Manage episode 316126565 series 2444261
内容由Financial Planning Association提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Planning Association 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.

Andrew spoke with Hannah about how he became a partner so young, what partnership in a small firm is really like, and what he credits with his happiness and success.

  continue reading

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