Eric Scruggs, the founder of Hark Financial Planning, shares his journey into fee-only financial advisory, highlighting the importance of community support among solo advisors. Discover the benefits of a subscription-based financial planning model, allowing clients to seek advice without additional costs.

Eric discusses the challenges and rewards of marketing a solo practice and his strategy for capturing client interest through short-form videos. Explore the differences between traditional tax firms and holistic financial planning for lawyers. Eric covers proactive tax planning, investment strategies, insurance, and retirement planning, addressing the unique financial pressures of big law attorneys.

Tune in to learn how to balance present enjoyment with future security and get a sneak peek into Eric's marketing strategies for new partners. This episode is packed with valuable insights for anyone looking to elevate their financial planning game.


Eric's Social:

https://www.linkedin.com/in/ericscruggs/