You're A Financial Planner; Now What?
Maximizing Your Potential Within the Profession
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:35:12
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Sinopse
Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.
