The Advisors Guide to Estate Planning | Abandon the Asset Chase: Build Trust & Client Peace with Financial Planning

In this episode, we look at breaking the mold of traditional financial advising. We're moving beyond the chase for assets and diving into building trust with a client-centered, four-pillar approach.
Our discussion with Eric Bishoff CFP® President and CEO of Bishoff Financial Group covers how to craft comprehensive financial plans that encompass budgeting, taxes, estate planning, and, of course, smart investment strategies.
We unveil the secrets to building a successful financial planning business where everyone - not just the high net worth - gains access to the tools they need for financial security.
New advisor or seasoned pro, this podcast episode equips you with the systems and strategies to take your practice to the next level.
Eric brings a fun, laid back vibe to our conversation so grab your favorite snack and let’s dive in!