Manage episode 296768049 series 2940942
Steven’s guests this Monday are Phillip Christenson and Jim Sexton of Phillip James Financial. Phillip, a CFA; and James, a CPA ,comprise an independent practice that provides both wealth management and tax preparation services.
A professional advisor-accountant partnership isn’t run-of-the-mill. But the surprising part is how they got their practice to where it is today: At one point, they made a conscious decision to lose 50% of their clients.