Jim Allen, CFP®, ChFC, EA, CDFA (@JAllenCFP) has been providing financial planning advice for over thirty-five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties. He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.
In this episode, Brian and Jim discuss:
- Building Client Confidence: Lessons from Market Turbulence
- From Seminars to Referrals: Building a Steady Stream of New Clients
- Balancing Tax Planning and Investment Management
- Surviving and Thriving in Financial Services
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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