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1) Scott’s entry into the world of Financial Planning.
2) The success factors.
3) Tips for the new advisors.
4) Some surprises in insurance.
5) What makes Customplan stand out.
Guest: Scott Grant – Senior Financial Advisor.
Since graduating from BCIT in the business program in 1987 Scott has
been an entrepreneur. In 1995 he joined the financial industry where he
quickly put his leadership skills to work building a significant
practice working with Business Owners, Professionals and Families. Scott
is also a stakeholder in Customplan Financial Advisors Inc. where he
teaches, mentors and speaks to advisors across Canada.
Scott’s designations are many; he is an Elder Planning Counsellor, a
Qualified Associate Financial Planner, and a qualifying member of the
Million Dollar Round Table.
Contact: scottg@customplanfinancial.com