Human-Centric Spotlight: Bill Simonet

A Marine's guide to financial planning

October 08, 2019 | Runtime: 4:22

After serving two tours in Iraq, Bill Simonet has taken everything he learned in the Marine Corps to help other veterans with their money. Learn more about this unsung adviser.

Client story: A dream about an ice cream shop

October 08, 2019 | Runtime: 1:25

Financial planning is more than just saving for retirement or a rainy day. Bill Simonet introduces us to a a client with a dream about serving ice cream in Texas.

Mister tall, dark and handsome

October 08, 2019 | Runtime: 1:20

When it comes to promoting yourself as an adviser, you need to embrace what makes you stand out. Bill Simonet tells his story of what helped him to gather clients - and notoriety - in Texas.

 
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