The HABU Accelerator Podcast

Ep004: Establishing a Financial Services Practice with Oggi Ruiz

September 7th, 2022  •  28 mins 10 secs  •  Download (19.4 MB)  •  Link with Timestamp

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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.