A Planner’s Journey: Small Business VS. Big Firms

Joaquin has been with K4 for 6 months so we figured we’d sit down with him and check on how his Kool-Aid is tasting. In all seriousness, we wanted this to be a conversation about the values you are inheriting when you are onboarded as an advisor in this business, and whether or not they align with your responsibilities. At K4 we feel good about the business that we do, and so do our advisors!