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Forging a Path to Partnership
You're a Financial Planner, Now What?
English - June 18, 2019 17:04 - 36 minutes - 51.9 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Value of Next Generation Planners
Next Episode: Finding Your Identity, Purpose, and Impact
Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.