Taylor Demars is a financial planner with Demars Financial Group based out of Washington, and he joins the show today to share his path to entering the financial planning profession and being thrust into the position of primary client advisor just a year into his tenure. If you’re a new planner being pushed out of your comfort zone then this is an episode for you! Listen in as Taylor shares why he joined the family-owned financial planning business that his grandfather founded, how he became ...
Jun16
