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Episode 2 – Roger Whitney
You're a Financial Planner, Now What?
English - January 29, 2016 20:58 - 30 minutes - 42.4 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 1 – Neil Maxwell
Next Episode: Episode 3 – Susan Bradley
In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast. Roger’s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. […]