Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin
Financial Advisor Success · Michael Kitces
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Show Notes
Peggy Ruhlin, CFP board member and CEO of Budros, Ruhlin and Roe, joins us on the show to share her experience and financial planning journey. She goes into depth about her firms unique process that ensures all clients get the same treatment and experience. Peggy gives us the details of what they offer regarding planning and investment services and talks about how their clients actually requested they get more involved in the investment area.
For show notes and more visit: https://www.kitces.com/71