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NGP #6 – Pete Matthew on Building a Financial Planning business online and offline
Things I discuss with Pete:
His career to date and the growth of meaningful money
How he bought into his existing company
How he handles prospects from Meaningful Money
How he manages his time despite running two businesses
His thought on pulling Financial Planning into 2016
His experience of the CFP accreditation
Show Notes:
Meaningful Money -http://meaningfulmoney.tv/
Michael Hyatt's ideal week - http://michaelhyatt.com/ideal-week.html
Jackson's wealth - http://www.jacksonswealth.com/
CISI's CFP - http://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/certified-financial-planner-certification
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By NextGen Planners
3.5
44 ratings
Things I discuss with Pete:
His career to date and the growth of meaningful money
How he bought into his existing company
How he handles prospects from Meaningful Money
How he manages his time despite running two businesses
His thought on pulling Financial Planning into 2016
His experience of the CFP accreditation
Show Notes:
Meaningful Money -http://meaningfulmoney.tv/
Michael Hyatt's ideal week - http://michaelhyatt.com/ideal-week.html
Jackson's wealth - http://www.jacksonswealth.com/
CISI's CFP - http://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/certified-financial-planner-certification
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