))
HOW PERSONAL PASSIONS HELPED MY BUSINESS THRIVE | With Patrick Ritter and Dr. Mike Smith | The Great Business Stories Podcast
Manage episode 443499239 series 3582930
Content provided by The Great Business Stories of St. Louis MO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Business Stories of St. Louis MO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Dr. Mike Smith hosts the podcast and a YouTube series, "The Greatest Businesses in St. Louis." In a recent episode, he interviewed Patrick Ritter from Core Planning, a fee-only financial planning firm with 37 self-employed advisors. Core Planning, founded in 2018 by Guy Penn, offers a unique "farmer's market" model where advisors operate independently, focusing on providing fiduciary advice without product sales. Patrick shared his journey of being the first advisor on the platform, noting the challenges and growth over the years, particularly navigating the financial services landscape in St. Louis. He emphasized Core Planning's culture of independence and flexibility, which attracts experienced advisors like CFPs and CFAs. Patrick also discussed the impact of COVID-19 on client interactions, the firm’s digital transformation, and how personal passions and authentic connections have contributed to business growth. Reflecting on the industry, Patrick highlighted the importance of long-term planning and sticking to financial strategies amid market fluctuations. He encouraged prospective clients to visit Core Planning’s website for more information.
We hope you enjoyed this episode! Make sure to like and subscribe so you don't miss out on any episodes :)
#businessleadership #businessleaders #businesstalks #greatbusinessstories #podcast #podcasts #podcastshow #podcasting #podcastclips #podcastseries # #foryou #foryoupage #fyp #fypシ #fypシ゚viral
14 episoade
Distribuie
