The Importance of Seeing The Whole Picture, and Building Strong Relationships | Patrick Kline, CFP®, RICP®, WMCP®
January 8, 2019
Watch the episode:
Be the General Manager of your financial life!
Patrick Kline is rare in that he found his calling in helping people live a better financial life from the onset of his post-college career. As the lead advisor for Royce Zimmerman and Associates, he is the point person for building relationships and helping his clients define what they want and how to get there. In this episode, we discuss how they have built a well functioning advisory team and their process of moving their clients to the General Manager of their financial lives instead of Head Coach.