You're A Financial Planner; Now What?

Every Type Is Needed: Personality & Planning

Informações:

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.