Thank you for having our founders, Katrina Soelter, CFP? and Leighann Miko, CFP?, on your amazing podcast From the Ground Up! We had such a wonderful time talking with you both, Zachary Conway and Kelsey McKenna. Shout out to Seeds and the platform you are building. We love the innovation happening in our profession! Check out our episode to hear more and what it looks like to support your independence (and why it's so important)!
Imagine only having to focus on building your client book, refining your service model, and perfecting your financial planning process. The founders at Avise Financial have developed a co-op business model that alleviates the operational burden of running your practice. On this week’s episode of From the Ground Up, hear from Katrina Soelter, CFP? and Leighann Miko, CFP? speak on the needs they saw in the industry and how they’re working to solve them. Listen on: ?? Apple Podcasts: https://lnkd.in/e_EmqXrX ?? Spotify: https://lnkd.in/e24xJbDX