Steve Larsen is an author and financial educator developing practical tools to help people manage their money more efficiently. Through his wealth management firm, financial planning classes at Gonzaga University, and easily digestible online courses, Steve has helped thousands of people pursue what is most important to them. Along the way, Steve received his Master of Accountancy degree from Gonzaga University, credentials as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), and has held numerous investment licenses. Steve’s goal is to silence the noise in the financial advice industry and provide normal people with practical solutions for their money and career.
Episode | September 22nd, 2021 | Season 1 | 7 mins 31 secs
Steve Larsen realized the biggest block to scaling his financial planning firm was his lack of formal systems and processes that he had been resisting for years. Find out how Steve was able to scale his business around his personality and increase profits by 50% in nine months.