Deven Patel is a Financial Advisor at Windsor Wealth Planners and Strategists based out of Gainesville, GA, and he joins the show today to share what he does each day as he splits his time between helping senior planners serve existing clients and building his own book of business. If you are seeking more of a hybrid role where you support an existing set of clients but also bring your own, this is an episode for you! Listen in as Deven shares his journey toward securing a role with a unique ...
Feb23
