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New Planner Podcast

Oct 23, 2020

Jim Miller of Woodward Financial Advisors joins the show today to discuss how the flat fee model works and what made him decide to go that route. He also shares his experiences and insight on buying out a firm, switching financial models, retaining clients, acquiring new clients, and bringing on the right team members.

Listen in to hear the details of Jim's early years in the industry and how he navigated various challenges and hurdles that came his way. You'll learn the mechanics of buying an existing firm, the process of moving from an AUM model to a flat fee model, and more.

You can find show notes and more information by clicking here: