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Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
Manage episode 433032824 series 3591798
المحتوى المقدم من Behind The Advisor. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Behind The Advisor أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenges they’ve faced while continuing to build and grow their firm.
They discuss the considerations required when moving from a large financial advisory firm to an independent RIA, navigating non-compete clauses, and handling compliance when first striking out on their own. We delve into their unique partnership dynamics, exploring how they manage disagreements and how their friendship and shared passion for their work strengthen their professional relationship.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383
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