Your Practice, Your Passion: Recent Episodes
Wesley Forster
Financial advisors and planners are always looking for help in taking their business to another level. But, that’s only possible if you’re passionate about building your practice and have a plan to execute. Welcome to Your Practice, Your Passion with Wesley Forster, CFP, Registered Financial Planner, and coach at The Perfect Practice. In this podcast, Wes provides insight from his 38 years of operating a successful financial planning practice to help you break through the ceiling you’ve hit and save you time and money, getting you and your practice to where you want to go. The results are an ultra-successful practice you can be proud of, and few can compete against.
When the market is volatile, what should financial planners and investment advisors be doing to relieve the stress for their clients? In this episode of Your Practice Your Passion, Wes Forster explains what financial planners and investment advisors need to be doing in times of market volatility and what he does for his financial planning … Continue reading Here’s What Financial Planners and Investment Advisors Should Do In Uncertain Times (Ep.4) →
Has Your Financial Planning Practice or Investment Advisory Practice Hit A Ceiling? How coaching and the right tools will take your business to the next level The Perfect Practice can get you past those barriers and help you advance your business and your financial planning/investment advisory practice. In this episode, Wes is joined by Ian … Continue reading How Coaching Will Improve Your Practice Immediately with Ian Stephens (Ep. 3) →
The strongest financial advisors and planners ask themselves, “How do I grow forward? How do I get better at building my practice when I have hit a ceiling? And offer a better service than what is currently out in the world?” In this episode, Wes Forster speaks with Derek Schaefer, financial advisor and owner of … Continue reading Find a Practice Coach with a Growth Mindset with Derek Schaefer (Ep. 2) →
Financial advisors and planners are always looking for ways to take their business to another level. But, that’s only possible if you’re passionate about building your practice and have a plan to execute. Learn how Wesley Forster, CFP®, Registered Financial Planner, and coach at The Perfect Practice, can help you turn your practice into a … Continue reading Learn How To Take Your Business To The Next Level with Wesley Forster (Ep. 1) →