Today we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen Smalenberger started FDS three years ago with the intention of eventually growing their team, while Trevore Meyer and Rob Stoll each started their firms at approximately the same time with the intention of always being their own bosses. After knowing each other for years, the four could no longer deny their synergy and finally decided to merge into one firm.
In this episode, the team shares the trust they have in one another, as well as how they not only make their business grow, but also thrive when working as a team. You’ll learn how to offer the highest quality of services to your clients, the benefits of merging firms, and more.
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