Apr 4, 2022
Although designations are necessary to have when building a practice, what’s truly important is what you do for your clients. As financial advisors, our number one job is speaking with clients about making financial decisions and helping them create a thriving portfolio. No one knows this better than our guest today, Jeremy Keil. A financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, Jeremy joins this episode to share insights from his own practice, as well as the ways he helps clients get value from the process.