GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness.

Episode notes

That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes. Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gig economy'. Our guest David Peters discusses how to develop partnerships and raise awareness. Talking Points. Logistics Telling people about what you do Branding Finding Clients Legal Entities Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College.