What Works - 2,500+ Years of Experience in Financial Planning

What does it take to build a successful financial planning business while staying deeply connected to your clients? In this episode, Josh Donley, founder of Mosaic Capital Management, shares his entrepreneurial journey, from starting his business to creating a niche. Josh reveals his comprehensive approach to financial planning, highlighting the power of referrals, effective client engagement, and using technology to streamline operations. 

Listen in as Josh dives into the practical side of financial planning, discussing the challenges of compliance, technology integration, and long-term planning. He also explains the value of visual tools in decision-making, the importance of preparing clients for market downturns, and how collaboration with other advisors helps him grow. 

What is What Works - 2,500+ Years of Experience in Financial Planning?

Tune in to "What Works" hosted by Don Patrick where we tap into 2,500+ years of experience in running financial advisory practices. In each episode, Don sits down with an experienced financial planner, uncovering the unique insights and experiences that have shaped their careers. From navigating market fluctuations to building successful client relationships, Don and his guests share invaluable business tips and strategies for financial planners looking to thrive in the industry.

Join us every other Thursday, as we explore the wealth of knowledge accumulated from over 2500+ years of combined experience in financial planning.