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Episode 42 - Financial Planning Unplugged (from Investments) with Holly Donaldson
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This feed was archived on July 03, 2020 04:25 (
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Manage episode 214526309 series 2415839
Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine 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://player.fm/legal.
Holly Donaldson, (for NAPFA members listening, you know her as Holly Thomas), built her business as a plug and play operation. Clients would go to her for financial planning, but with her help they could plug into whichever 3rd party investment manager they saw fit. Why did she go that route, and how did it work out? And what sorts of clients were drawn to her approach?
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Archived series ("Inactive feed" status)
When?
This feed was archived on July 03, 2020 04:25 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 214526309 series 2415839
Content provided by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebra Smash, Zebra Smash - Ben Birken, and Roger Pine 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://player.fm/legal.
Holly Donaldson, (for NAPFA members listening, you know her as Holly Thomas), built her business as a plug and play operation. Clients would go to her for financial planning, but with her help they could plug into whichever 3rd party investment manager they saw fit. Why did she go that route, and how did it work out? And what sorts of clients were drawn to her approach?
93 episodes
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Similar to Zebra Smash - Real Financial Planners | Real Conversations
The Michael Caz Podcast brings you the latest in health, business, relationship, and adventure.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
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…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
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