You're A Financial Planner; Now What?
Helping Millennial Couples Align Their Money With Their Values
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:00:00
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Sinopse
Kevin Mahoney, CFP®, is the founder and CEO of Illumint, a firm dedicated to financial planning for millennial couples. He spoke with Matt Fizell, CFP®, about why the profession needs a variety of fee models, how he found a profitable way to serve a non-traditional market, and how you can build a successful business helping the clients you care about.
