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Advocacy and Building the Future
You're a Financial Planner, Now What?
English - February 09, 2021 10:00 - 46.7 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Money Planning and Positivity
Next Episode: Helping Large and Small Clients at Scale
Patrick Mahoney is the new CEO of the Financial Planning Association, and Skip Schweiss, CFP®, AIF®, is the President of the Board. They chatted with Hannah Moore, CFP®, about the future of financial planning, the importance of professionalizing the profession, and how being active in your local chapter will change your life.