Paul Adams, of Sound Financial Group, offers an approach uncommon to the financial planning industry. Rather than offer traditional sales-based planning, his team of financial professionals provides a tailored coaching and educational approach to helping clients define and reach elite financial goals. You’ll learn how he reinvented his business model after careful consideration of exactly how he’d like to work and with whom.
In addition to his specialized financial coaching, Paul is an accomplished speaker, conference panelist, and author. He has been interviewed by Forbes, Entrepreneur, and Inc. magazines to share his knowledge and passion for helping his clients.
In this episode’s talk, we hear Co-Founder Kirkland Tibbels address the aims we have for work, career, and money — and how most of us forget that money is simply a tool of exchange.