NextGen Planners

NGP #8 Jason Butler on building a financial planning firm and selling it to his team

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Things I discuss with Jason:

How he entered Financial Planning and how he built Bloomsbury
How they built a successful team
Why he decided to sell and what he is doing now
What he looked for in hiring people
Advice for engaging younger customers

 

Show Notes:

http://www.bloomsburywealth.co.uk/
Jason on Twitter - https://twitter.com/jbthewealthman
Text to Video Software - http://www.wibbitz.com/
AdviceFront - http://www.advicefront.com/
...more
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NextGen PlannersBy NextGen Planners
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