Paul Brown is the Founder of Clearstone Wealth Management and Clearstone Business Advisors based out of Spokane, WA. He helps clients manage and grow their entire net worth through comprehensive and strategic financial planning, and he has helped me immensely with my own business over the years!
Listen in as Paul shares how he first got started in financial planning, how he eventually became a consultant to financial advisors, and why he pivoted to start his own financial planning firm. You'll learn how he structures his firm, how he finds and charges clients, and what he believes are the keys to success for new planners just starting in the profession.
What You'll Learn In Today's Episode:
- How Paul first got into the financial planning industry. (2:55)
- The common characteristics that successful firms have. (9:30)
- The percentage of deals with succession plans that Paul worked on. (14:25)
- Paul’s future vision for his firm. (21:45)
- What new planners should be doing to succeed in the profession. (30:45)
Ideas Worth Sharing:“The interim executive role helped me get in the front row of some really good firms.” - Paul Brown Click To Tweet “My commitment to my clients is as long as they want.” - Paul Brown Click To Tweet “The best financial planners are those that are willing to make a commitment to their clients and to their success, even at the expense of their own success.” - Paul Brown Click To Tweet
Resources In Today's Episode:
In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.
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