13Feb '18

Quickly Growing a Firm

Moore, H
US.ivoox.com,United States

Sten J. Morgan was only 25 years old when he quit his job at Raymond James to start his own financial planning firm in a new town where he knew almost nobody. Five years later, Legacy Investment Planning, his financial planning firm, manages roughly $120 million in client assets. Discover how Blue Ocean Strategy has inspired him.
We use cookies to ensure you get the best experience on our website and continuing implies your consent - Read our full cookie policy Okay, don’t show me again