You're A Financial Planner; Now What?
Every Type Is Needed: Personality & Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:28:26
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Sinopse
Kevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.