Story of a Financial Advisor who is Ridiculously Successful with Business Owners

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Many financial advisors use the line “We work with business owners” but there isn’t much behind it. In fact most of the time it is just BS and lip service with the financial advisor having no real specialty in working with this niche!

If you’ve learned one thing from my teachings it is that people can always tell when you are being insincere.

As you know on my podcast we keep it real. I was honored to have Cortlon Cofield, CPA, PFS on my show to discuss the real value he incorporates into his practice which is targeted towards business owners, and the visible success he has had with them as a result.


Music is Arp Bounce by Geographer

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