Tom Hine: Life In The Realm Of Wealth Management

Episode 84

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Many entrepreneurs and businesses turn to wealth management firms for help in managing their finances and assets. Tom Hine looks back on how he transitioned from being an independent insurance agent to starting his own financial planning career, as well as the lessons he learned along the way. Tom also shares how he builds his network, how he approaches every deal in a bespoke way, and his motivations in writing his book, The Zen of Business Acquisitions.