Audio:
Video:
Subscribe:
More About This Episode:
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors. He owns this company alongside his wife, Heather Kendra, CFP®, CRPC™. Mike is a former U.S. Army officer, who joined his wife in the financial industry full-time in 2015. Together, they now have a team of 30 people and work with around 200 advisors across the country.
Having a diverse set of interests and goals, balance has always been important to Mike. He enjoys being involved in various aspects of the business, such as coaching the team and handling the sales process, while still being able to pursue activities and goals outside of work. In this episode, he shares how a hybrid-remote workflow, strong systems and processes, and investing in the hiring process have been an essential part of FP Solutions’ growth and success.
Join us today as we discuss these things:
1:15 – How Mike ended up in the financial industry alongside his wife, Heather
5:19 – How a remote-hybrid schedule has created a balanced culture at FP Solutions RI
8:53 – How excellent internal processes and systems have created balanced growth at FP Solutions RI
15:23 – How priorities and planning have helped Mike focus and scale his business
20:47 – How FP Solutions RI helps advisors with time management
Resources:
Get in touch with Mike:
Email: travis@travisparry.com
Comments