December 20, 2017
Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet
The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understanding of the difficulties that ethnic minorities and females have when trying to break into and become established in the field. Listen i …
November 15, 2017
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet
It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, …
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