Business Planning, Compensation Planning and Financial Planning

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting

Consulting Clients Financial Planning Compensation Planning

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

JANUARY 21, 2025

In this episode, we talk in-depth about why Daniel decided to outsource tax return preparation (rather than hire someone to do it in-house) to be able to access the expertise of the CPAs his firm uses (particularly for clients with complicated equity compensation plans), how Daniel views these CPA relationships as mutually beneficial from a financial (..)

Taxes

Taxes Tax Planning Financial Advisor Compensation Planning

Financial Advisor Source

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Webinars

Stay Connected