In this episode of The Winning Edge Podcast, we have a wonderful discussion about financial planning with Gene Hughes with LPL Financial. Gene talk about his family, his business, and how it all got started going door-to-door in a three-piece suit during the Florida summer. Gene loves to help everyone get their finances and investment in order, especially widows, young people, and folks with "orphan" accounts. You can contact Gene at (727)364-4163 or via e-mail at firstname.lastname@example.org.
Question: Do you have a standard plan for all of your clients?