Today’s conversation is with Jeff Dobyns, President of Southwestern Investment Group. Jeff has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

In this episode, Jeff talks about the importance of going above and beyond in servicing your clients and his unique advisor mentoring program that he developed to help young advisors succeed in this new environment.