You're A Financial Planner; Now What?
Forty Years of Perspective on the Profession
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:00:00
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Sinopse
Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and what it will take for you to thrive through the changes ahead.