September 07, 2016

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!).

Listen now

Get episode alerts by email