On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group. Key takeaways:
- How Wes’ firm, Wood Financial Group, came to be
- Wes’ transition into working with Advisors Excel
- Why it’s so great to have a tax service at a financial firm
- Adapting to growth within both their companies and taking on bigger roles
