You're A Financial Planner; Now What?
Unsung Benefits of the Paraplanning Path
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:00:00
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Sinopse
Jared Machen, CFP®, co-founded Brownlee Wealth Management after building a successful practice as a virtual paraplanner. He spoke with Matt Fizell, CFP®, about the surprising opportunities available on the paraplanning career path and how it gave him the breadth of knowledge to eventually open his own RIA with confidence.
