April 11, 2021

Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group

Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group

Cheryl Holland of Abacus Planning Group in Columbia, SC () shares some ingredients of the success of herself and her company - people and process.  From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by...

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Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) shares some ingredients of the success of herself and her company - people and process.  From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team members’ development at the heart of her organization.  Hear about the importance of a culture of gratitude, contributing to community, and an eye for process.

Download materials at: https://www.fpama.org/podcast/