The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA® скачать в хорошем качестве

The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®

Everyone has an origin story—including SHP. Today’s first episode of the Retirement Road Map® podcast is all about our backgrounds, who we are, and why we hold the values of financial planning so true to our heart. For us, it’s all about the ripple effect. It's not just our clients that we're helping win at life, but it's their families and friends. We believe what we do here at SHP really does make a difference and can change the lives of many people, both directly and indirectly.  We share the stories of how we came to this industry, the hard work we did along the way, and how we discovered explicitly what we did not want to be as we created a highly accomplished client-focused financial advisory firm over the last twenty years. ========================== Want the Full Show Notes? ========================== To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com ========================== Connect With Us on Social ========================== Facebook:   / shpfinancial   LinkedIn:   / shp-financial