Watch on YouTube03:00 – The history of Bull Oak Financial.10:30 – Leveraging tech for business success.16:28 – Growing pains from launching your own RIA.20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.

– The history of Bull Oak Financial.10:30 – Leveraging tech for business success.16:28 – Growing pains from launching your own RIA.20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.

Doug Boneparth – Building a successful business on your own terms

Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.