The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential part of our brand.
But how did it all come together?
Let’s take a look at the origins of the CMC Financial brand with your host Jim Sumpter, CFP®. In this episode, Jim takes listeners behind the scenes and shares his journey of becoming an independent advisor and how he involved his kids in the branding process.
Jim discusses:
- A recap of the six essential financial puzzle pieces
- The intertwined nature of financial decisions (with examples)
- A little about the lives of his three dearly loved kids: Carson, Madison, and Cassidy
- What listeners can expect in future episodes
- And more
Resources:
Connect with Jim Sumpter:
No transcript available.
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