Oggi Ruiz a financial consultant and part of the World Financial Group.
He takes an elegant approach to helping CPA firms who want to get into the financial services business, jumpstart their success.
He does this by ofering financial freedom through helping small businesses structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected, providing a variety of retirement options to help people prepare for their leisure years and guiding individuals and business through the dynamics of insurance protection.
September 7th, 2022 | 28 mins 10 secs
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.