Senior Financial Planner, Andrew Sivertsen, CFP®, EA, CeFT® recently joined Marcia Erikson on the Business Spotlight podcast to talk about what it takes to build a financial planning practice that lasts. A great deal of the conversation came back to people. Hiring carefully, investing in benefits, and building a culture worth staying for are not simply internal concerns. They are the reason a client can call five or ten years from now and reach someone who already knows their story. Continuity matters more in this work than it usually gets credit for, because good advice depends on context, and context takes years to accumulate. Andrew also covers technology, in-house tax planning, and what he has been reading lately, including a book on John Deere written by a friend that turned into a lesson on the history of our own community.
Watch the full conversation here: https://youtu.be/5PWZ36KvP5Y
