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Episode 1 – Neil Maxwell
You're a Financial Planner, Now What?
English - January 28, 2016 03:17 - 33 minutes - 45.9 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Next Episode: Episode 2 – Roger Whitney
Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial […]