Ep #68: From Practice Management Consultant to Financial Planner with Paul Brown
New Planner Podcast · Caleb Brown
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Show Notes
Paul Brown is the Founder of Clearstone Wealth Management and Clearstone Business Advisors based out of Spokane, WA. He helps clients manage and grow their entire net worth through comprehensive and strategic financial planning, and he has helped me immensely with my own business over the years!
Listen in as Paul shares how he first got started in financial planning, how he eventually became a consultant to financial advisors, and why he pivoted to start his own financial planning firm. You'll learn how he structures his firm, how he finds and charges clients, and what he believes are the keys to success for new planners just starting in the profession.
You can find show notes and more information by clicking here: https://bit.ly/3ufHsBO