111 - Bryan Hasling, CFP® - Millennial Planners
Living With Money
English - March 05, 2020 09:00 - 48 minutes - 33.5 MB - ★★★★★ - 30 ratingsInvesting Business Careers cashflows debtmanagement estateplanning banking collegeplanning financialplanning insurance investing investingtips money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 110 - Conor Richardson, CPA - The Millennial Financial Landscape
Next Episode: 112 - Stephanie Bousley - Buy the Avocado Toast
In Ep. 111, Tim talks with Bryan Hasling. Bryan is a CFP, and a financial planner at JW Harrison. Bryan also blogs over at MillennialPlanners.com, and they discuss how Bryan got started in the financial planning industry, the importance of the CFP designation, and much more. They talk about how financial planning firms can retain their young employees and grow even bigger, and how identifying client needs is paramount to retaining your clients for the long-term.