Our TENTH episode! We are excited to welcome back Eryka Morehead from Collaborative Planning Group to discuss the individual side of risk management and planning. She dives into the topic of understanding a client on a personal level and really getting to know their needs and goals. We're also excited to welcome a very special guest host.... Andy Bassett! Let's Get Past the Premium.
Drink of the day: Mojito (Made by Andy)
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Collaborative Planning Group: https://collaborativeplanninggroup.com/
This episode is sponsored by LAUNCH.
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