Jarrod Upton is a Senior Consultant and COO, and Brandon Moss is a Senior Consultant and CMO, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world. In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what ...
May21
