Peggy Ruhlin's guest appearances

Peggy Ruhlin

Financial Advisor Success

Jason Zweig

Roger Whitney

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

Peggy Ruhlin, CFP board member and CEO of Budros, Ruhlin and Roe, joins us on the show to share her experience and financial planning journey. She goes into depth about her firms unique process that ensures all clients get the same treatment and experience. Peggy gives us the details of what they offer regarding planning and investment services and talks about how their clients actually requested they get more involved in the investment area. For show notes and more visit: https://www.kitces.com/71

<p>Peggy Ruhlin, CFP board member and CEO of Budros, Ruhlin and Roe, joins us on the show to share her experience and financial planning journey. She goes into depth about her firms unique process that ensures all clients get the same treatment and experience. Peggy gives us the details of what they offer regarding planning and investment services and talks about how their clients actually requested they get more involved in the investment area.</p> <p>For show notes and more visit: <a href="https://www.kitces.com/71" rel="noopener nofollow" target="_blank">https://www.kitces.com/71</a></p>

Ep 071: Appointing a Chief Planning Officer to Ensure Firm-Wide Consistency in Financial Planning Advice with Peggy Ruhlin