Yellowtail Financial Planning on Adviser 3.0 Podcast
Dennis and Sarah discuss Yellowtail’s journey on the Adviser 3.0 podcast, with Timeline founder and CEO, Abraham Okusanya.
They cover:
- How they have transformed the business and focused on client-centric financial planning.
- The challenges of transitioning to a fee-based model.
- The importance of community and collaboration in the industry.
- The impact of COVID-19 on remote client meetings.
- The need for adaptability in the changing landscape of financial advice.
Listen here: Adviser 3.0