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Another great panel at Future Proof Wealth Conference. Amazing to see the challenges and opportunities in financial planning practices are similar between Australia and the US. I completely agree with Ryan Hughes with having a focus on getting your processes in place. Loved Chelsea Ransom-Cooper, CFP? ‘zone of genius’ . Great insight on what is happening in relation to private equity in the US Kevin Thompson, RICP?,CFP? Count Smart Business Solutions Group

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John Swystun

RIA organic growth systems | Fully-managed digital marketing/lead gen | Turnkey talent/software/design/ad spend/web dev/content = dead simple | Compliance focused |???Secure Your Free Exec Workshop Below ??

2 个月

This panel went hard in the paint!

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Jana Ivanov

Accounting Manager, Business Advisor and Spreadsheet Enthusiast

2 个月

Ohh this conference would have been amazing!

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Kevin Thompson, CFP??, RICP??, EA

??”90 Feet and Counting”, Author of MLB 2 CFP,???Host of the 9innings Podcast ????Founder of 9I Capital Group LLC – A Registered Investment Advisor"??2023 Investment News Hotlist 100??

2 个月

Ryan Hughes was incredible. Great job. Chelsea Ransom-Cooper, CFP? amazing interview.

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Ryan Hughes

Founder @ Bull Oak | US Navy Veteran

2 个月

Thanks, Shannon!

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