Ep. 20: The Power of Coordinated Planning

Lindsey Lewis, MBA, CFP®, ChFC® speaks with Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP, founder and CEO of Crossroads Capital Partners and a member of The College’s FinServe Network and NextGen Advisory Task Force, about his philosophy of coordinated planning. They discuss Scott’s background in the NFL and transition to financial services, as well how he has adapted the strategies of a winning football team to a new approach toward managing client relationships.

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