From Academia to Award-Winning CFP®
You're a Financial Planner, Now What?
English - October 29, 2019 13:17 - 34 minutes - 49 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Quest for “Purpose First” Planning
Next Episode: Disruption for a New Generation
This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vital role in the growth of the profession, so don’t miss out on this great chat!