Perry Jeffries III: Financial Planning and Retirement Planning
Show Summary
Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Profit First). He believes that the Profit First Methodology is an absolute necessity for minority businesses.
Perry is not an accounting professional. He is an Investment Advisor (Series 66, Life Insurance and Annuities, and CRPC and CPFA Designation). He shares why a Financial Advisor became a Profit First Professional.
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