The Evolution of a Practice - a podcast by Financial Planning Association

Todays’ guest is  Jude Boudreaux, CFP® from Upperline Financial Planning and I’m excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right around the time he was starting his firm.  Jude is six years in and shares several of the ways he has found success in his practice and is now running a $400,000+ firm.
He  is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.

“People can work fine with conflicts. I just think we should all acknowledge that every model has a conflict.”
 
the Four Kolbe Action Modes®
3 Questions That Will Get Your Finances — and Life — on Track
 

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