31 min
Mike Policar – The key to identifying new clients The Human Advisor
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- Entrepreneurship
Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients.
In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client.
Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients.
In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client.
31 min