Mike Policar found his passion for finance early, but it wasn’t until after a few professional detours that he discovered how to put that enthusiasm to work for himself and his clients. In this episode of The Human Advisor, the founder of NGP Financial Planning discusses his journey as a financial advisor, his philosophy on working with new people, and the one word he refuses to use when describing a potential client.
0:00 Intro
1:58 Growing up and learning money / Money lesson at a young age
12:39 Becoming a financial advisor
15:57 Facing challenges as a financial advisor
20:01 Authenticity and being unapologetically you
24:30 Vision for going independent as a financial advisor and humanizing your practice
27:40 Advice for starting your own firm
30:32 Get in touch with Mike
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