Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS
Behind The Advisor · Behind The Advisor
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Show Notes
Today we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen Smalenberger started FDS three years ago with the intention of eventually growing their team, while Trevore Meyer and Rob Stoll each started their firms at approximately the same time with the intention of always being their own bosses. After knowing each other for years, the four could no longer deny their synergy and finally decided to merge into one firm.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/235