November 22, 2023 • 01:41:45

101: Building A Human-First Approach Into The Fabric Of An Entire Firm with Shaun Erickson

In 2012, Shaun Erickson founded Single Point Partners because he wanted to do something different. As a solo advisor at the time, his primary focus was on building a process with one main focus: Building it around the client’s agenda (a.k.a. – the things that matter most to the client). Fast forward to 2023, and …