You're A Financial Planner; Now What?
Business Models
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 1:12:53
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Sinopse
This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital. We discuss business models in the financial planning profession. These models will continue to change and I expect new mo...