28 min
Ep004: Establishing a Financial Services Practice with Oggi Ruiz The HABU Accelerator Podcast
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- Entrepreneurship
On this edition of the Advisory Accelerator Podcast, we connect with Oggi Ruiz of the World Financial Group, a leading financial services platform provider, to discuss their elegant approach to helping CPA firms get into the financial services business and jump-start their success.
It's a fascinating conversation, and their mission to help every family access financial knowledge, products, and resources to prepare for a better future really shows in their approach.
Take a listen and learn what it takes to accelerate your advisory practice.
LINKSShow Notes
About The Growth Partnership
About World Financial Group Solutions
GUESTS
Oggi RuizAbout Oggi
Special Guest: Oggi Ruiz.
On this edition of the Advisory Accelerator Podcast, we connect with Oggi Ruiz of the World Financial Group, a leading financial services platform provider, to discuss their elegant approach to helping CPA firms get into the financial services business and jump-start their success.
It's a fascinating conversation, and their mission to help every family access financial knowledge, products, and resources to prepare for a better future really shows in their approach.
Take a listen and learn what it takes to accelerate your advisory practice.
LINKSShow Notes
About The Growth Partnership
About World Financial Group Solutions
GUESTS
Oggi RuizAbout Oggi
Special Guest: Oggi Ruiz.
28 min