Dr. Mike Smith hosts the podcast and a YouTube series, "The Greatest Businesses in St. Louis." In a recent episode, he interviewed Patrick Ritter from Core Planning, a fee-only financial planning firm with 37 self-employed advisors. Core Planning, founded in 2018 by Guy Penn, offers a unique "farmer's market" model where advisors operate independently, focusing on providing fiduciary advice without product sales. Patrick shared his journey of being the first advisor on the platform, noting the challenges and growth over the years, particularly navigating the financial services landscape in St. Louis. He emphasized Core Planning's culture of independence and flexibility, which attracts experienced advisors like CFPs and CFAs. Patrick also discussed the impact of COVID-19 on client interactions, the firm’s digital transformation, and how personal passions and authentic connections have contributed to business growth. Reflecting on the industry, Patrick highlighted the importance of long-term planning and sticking to financial strategies amid market fluctuations. He encouraged prospective clients to visit Core Planning’s website for more information.
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