The Foundation, Part 4: The Follow Through

August 21, 2012 — Leave a comment

 

Many advisors help to purchase products, but fall of the radar once the sale is made. Other advisors have poor technology and processes that don’t allow for monitoring or making changes to plans as necessary. We believe that you can’t put a plan in place and forget about it. Therefore, we must have technology and processes to follow through with the job we were hired to accomplish.

Todd Burkhalter

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Todd is an entrepreneur, author, life, business and financial strategist. As founder of Drive Planning he and his team serves their members throughout the Southeastern United States. For over 20 years he has been sought after to help business leaders, individuals and couples achieve more in business and life.

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