3 ways financial planners are compensated
Rob O'Dell was recently featured on Mind your Money on the Naples Daily News website. You can watch the video below or check out the original article here.
[caption id="attachment_433" align="alignleft" width="150"] Robert K. O’Dell, CFP[/caption]
Using a proprietary and innovative mind mapping tool, Coyle Financial Counsel’s Rob O'Dell, CFP® formulates a detailed wealth management plan unique to each client’s individual needs. He does this in real time with active input from the client as they watch their financial plan unfold on a large monitor. This innovative tool connects the financial to the non-financial to bring true clarity to each client’s individual situation.
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Posted on Mon, June 8, 2015
by [email protected]