Business Models

You're a Financial Planner, Now What?

English - July 27, 2016 23:36 - 1 hour - 50.1 MB - ★★★★★ - 64 ratings
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Previous Episode: Episode 11 – Moving the Profession Forward

Next Episode: Episode 12 – YAFPNW Meetup

This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital. We discuss business models in the financial planning profession. These models will continue to change and I expect new mo...