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#36 The Evolution of Personalized Finance Planning

Franklin J. Parker (@FranklinParker1⁠⁠) is a financial advisor with a unique background. Franklin shares his journey from growing up on a cattle ranch and pursuing a music degree to accidentally becoming a financial advisor during the 2008 financial crisis. Despite facing challenges, Franklin stuck with finance and developed a passion for providing hyper-customized investment management and financial planning. He discusses the transition from traditional financial advising towards a goals-based approach that caters to individual client needs. Franklin also talks about his experiences working in a family office, the importance of meaningful conversations with clients, and how entrepreneurship is a powerful force. 

In this episode, Chris and Franklin discuss: 

  1. Challenges in Financial Planning and Scalability
  2. The Power of Hiring Experts
  3. Navigating the Complexity of Business Ownership
  4. The Art of Networking: Beyond Who You Know 


Books Mentioned:
The Sun Also Rises by Ernest Hemingway
For Whom The Bell Tolls 

Connect with Franklin:
Website Company Twitter │ Research

Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies. 

If you are a financial advisor looking to grow your AUM this is the strategy for you!

#36 The Evolution of Personalized Financial Planning w/ Franklin Parker, Founder, Directional Advisors