That experience led him to look for a different job in Westerly, Rhode Island at a youth camp. While in Rhode Island, a friend got him a start selling life insurance for American National. That eventually led him to get his CFP and be an early entrant in the fee-based financial planning space, starting Professional Planning Group under the Raymond James banner. Lessons Learned: Makin has learned the value he can provide to clients over the years, with some clients showing their appreciation in unorthodox ways. Quoting Dr. Seuss’ “The Lorax”: “Business is business and business must grow,” he says there is an expectation that firms have to grow at all costs.

Source: Forbes July 27, 2021 13:07 UTC