Bill Simonet, CFP® joins us to share his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.
I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA. Not only does Bill dive into the differences of each, he shares what he has done to be successful as a business owner.
This is a great episode, you’re going to enjoy it!