Feb 14, 2022
Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one might think. Tom Gau specializes in simplifying abstract financial planning strategies so that he can easily communicate these to his clients, as well as have other advisors learn from his teachings. He joins the show today to share the importance of being proactive (rather than reactive) and how to implement this way of thinking into your business.