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Financial Planning

Planning Your Practice Before You Build It The Kate Erickson Way

By Kathleen Mills
Kate Erickson Practice Mentors Planning Your Practice

Podcast Summary: Kate Erickson, a business and marketing force to be reckoned with, speaks to Kathleen about the importance of planning your practice, before you begin.

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The State Of The Mental Health Field “According To Mills”

By Kathleen Mills
Kathleen Mills Practice Mentors mental health field

Podcast Summary: Kathleen Mills discusses owning and operating your own private practice with Phillip Crum.

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Grand Bank’s Mark Wells On Small Business Banking

By Kathleen Mills
Mark Wells Practice Mentors community bank

Podcast Summary: In this edition, hosts Phillip Crum and Kathleen Mills discuss with banker Mark Wells of Grand Bank how to find and develop a working relationship with a bank that meets the needs of the new small business owner.

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