Todays' guest is Jude Boudreaux, CFP® from Upperline Financial Planning and he is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.
Todays' guest is Jude Boudreaux, CFP® from Upperline Financial Planning and I'm excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right around the time he was starting his firm. Jude is six years in and shares several of the ways he has found success in his practice and is now running a $400,000+ firm.
He is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.
3 Questions That Will Get Your Finances — and Life — on Track