You're A Financial Planner; Now What?
Understanding Strengths & the Power of Niches
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:43:35
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Sinopse
Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.
