What lessons have we learned?
As a long-standing member of the Garrett Planning Network, Matt Syverson had an opportunity to share his “Lessons Learned in Business” over the past 10 years with a national audience this month. In a nutshell, it revolved around these 3 things for financial planning firms to possess:
1. Know and follow your guiding principles, both personally and professionally
2. Have compelling questions to ask your clients.
3. Develop a unique niche in the marketplace.
If you would like to know more about how our unique approach, The Purposeful Living ProcessTM works or about our Simplified Fee Structure, email Kristalynn Redstone or call the office at 913-317-6000.
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