Episode 14 – A Firm Owner’s Perspective - a podcast by Financial Planning Association

This week’s guest is Thomas E. Murphy, CFP®, AIF®, the Chief Executive Officer at Murphy & Sylvest. He has kindly shared with us his insight into the financial aspects of running a firm and what young planners need to know from his perspective. Tom is an industry veteran of almost thirty years and active member of the FPA® – He’s a FPADFW regular and many of you have probably already met him.
 
The best way to prepare to become a firm owner is to start thinking like a firm owner today and Tom’s insight will definitely give you a jump start on that!

 
“There’s a lot of difference between information on the internet and wisdom. Wisdom applies to that particular client and that particular client’s situation.”
 
XY Planning Network
FA Insight
Mark Tibergien
 
 

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