The HABU Accelerator Podcast

Ep004: Establishing a Financial Services Practice with Oggi Ruiz

September 7th, 2022

On this edition of the Advisory Accelerator Podcast, we connect with Oggi Ruiz of the World Financial Group, a leading financial services platform provider, to discuss their elegant approach to helping CPA firms get into the financial services business and jump-start their success.

It's a fascinating conversation, and their mission to help every family access financial knowledge, products, and resources to prepare for a better future really shows in their approach.

Take a listen and learn what it takes to accelerate your advisory practice.


Show Notes

About The Growth Partnership

About World Financial Group Solutions


Oggi Ruiz