You're A Financial Planner; Now What?
Actions Speak Louder than Words
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:43:19
- Mais informações
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Sinopse
Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.
