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Unlock the secrets to business growth by understanding your ideal customer. This week, we are joined by Ben Utley , a seasoned Certified Financial Planner™ professional from Physician Family Financial Advisors. Ben shares his journey into financial planning and the advantages of niching down his business. He highlights the importance of vision, values, and culture and building a strong team while explaining his approach to leadership. Ben also talks about turning away business that doesn't align with his goals and the benefits of having a robust network for referrals. Tune in to gain valuable insights on growth and leadership.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Physician Family Financial Advisors Website
Physician Family Financial Advisors Podcast
Ask Brien Radio Show
BIO
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming.
Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Through our podcast, we provide expert financial advice tailored to physicians, covering essential topics such as wealth management, retirement savings, tax-efficient investing, and estate planning.
Gain valuable insights into wealth accumulation strategies, investment strategies, and asset allocation techniques to optimize your financial portfolio. Enhance your financial literacy with practical budgeting tips and learn how to set and achieve long-term financial goals. Discover effective risk management strategies to protect your assets and ensure a secure future for your family.
Whether you're planning for retirement, saving for your children's education, or considering estate planning options, our podcast offers actionable advice to help you make informed decisions. Explore college savings plans, retirement income strategies, and specialized financial planning for physicians to maximize your financial well-being and investment.
Subscribe now to our podcast to access guidance on navigating the complex world of finance and visit https://physicianfamily.com/podcast to learn more about how we can help you achieve financial peace of mind and secure your future investments
5
22 ratings
Unlock the secrets to business growth by understanding your ideal customer. This week, we are joined by Ben Utley , a seasoned Certified Financial Planner™ professional from Physician Family Financial Advisors. Ben shares his journey into financial planning and the advantages of niching down his business. He highlights the importance of vision, values, and culture and building a strong team while explaining his approach to leadership. Ben also talks about turning away business that doesn't align with his goals and the benefits of having a robust network for referrals. Tune in to gain valuable insights on growth and leadership.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Physician Family Financial Advisors Website
Physician Family Financial Advisors Podcast
Ask Brien Radio Show
BIO
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming.
Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Through our podcast, we provide expert financial advice tailored to physicians, covering essential topics such as wealth management, retirement savings, tax-efficient investing, and estate planning.
Gain valuable insights into wealth accumulation strategies, investment strategies, and asset allocation techniques to optimize your financial portfolio. Enhance your financial literacy with practical budgeting tips and learn how to set and achieve long-term financial goals. Discover effective risk management strategies to protect your assets and ensure a secure future for your family.
Whether you're planning for retirement, saving for your children's education, or considering estate planning options, our podcast offers actionable advice to help you make informed decisions. Explore college savings plans, retirement income strategies, and specialized financial planning for physicians to maximize your financial well-being and investment.
Subscribe now to our podcast to access guidance on navigating the complex world of finance and visit https://physicianfamily.com/podcast to learn more about how we can help you achieve financial peace of mind and secure your future investments