It is possible to have a thriving business as a solo practitioner, Lindsley says. Learn how she maintains organization and a willingness to change so that her clients feel taken care of and motivated to send referrals that grow her business.
It is possible to have a thriving business as a solo practitioner, Lindsley says. Learn how she maintains organization and a willingness to change so that her clients feel taken care of and motivated to send referrals that grow her business.
Heather Lindsley, LUTCF, RICP, is a financial advisor and the owner of Guided Path Financial Services and Retirement Planning. She began her career in financial planning in 2004 with a captive insurance company and then moved to the independent world in 2013. She considers herself to be a holistic planner, making sure her clients’ entire financial forecasts are considered. She recently achieved MDRT Foundation Excalibur Knight Legion of Honor status and serves as Vice President of the MDRT Foundation Board of Trustees.
