Practice Makeover – Delegating

InvestmentNewsI love the InvestmentNewsPractice Makeover” video series, sponsored by Oppenheimer Funds.  In episode two of “Practice Makeover,” expert adviser coaches brainstorm and form an action plan for Trent Bradshaw to help solve his firm’s numerous time management problems.

Trent Bradshaw, CFP® was born and raised in Salisbury, North Carolina. Trent was a 1995 cum laude graduate of Catawba College. He has been in the financial industry since 2000 and founded Bradshaw Financial Planning, Inc. in 2006. He “enjoys his work and knows he can make a difference. He is passionate about helping people improve their financial lives.”

Leave a Reply

Your email address will not be published. Required fields are marked *