In this episode of Talkin' Shop, Isaiah Douglass, CFP® and I discuss with obstacles advisors might see in the coming year(s). I told Isaiah I thought we'd need about 10 minutes to knock this video out...we ended up going for almost 20 and it's all substance, no filler.
We also discuss what we are hoping to accomplish in 2020. Isaiah has big goals for his firm, ID Financial Planning and Wealth Management, along with being able to give back more to the advisor community (I love this!).
