Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden
Description
In this episode, Abraham interviews Dan Boden, a Chartered Financial Planner and founder of Abode Financial Planning. Dan takes us through his inspiring journey of launching and growing his firm, offering valuable insights into the entrepreneurial side of financial planning. He shares the challenges and victories of starting a business, the importance of trust-based client relationships, and his strategies for growth, including the use of digital marketing and client referrals. Dan also discusses his vision for creating a fun and supportive workplace culture while developing the next generation of talent in the industry.
You can find out more about what Dan and his team are up to at: https://abodefinancial.co.uk/
Whether you're a financial planning professional, a business owner, or simply curious about the intersection of entrepreneurship and finance, this episode is a must-listen. Join the conversation and share your thoughts with us!
#Podcast #FinancialPlanning #Entrepreneurship #BusinessSuccess #ClientReferrals #WorkplaceCulture #TalentDevelopment
United States
