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Maximizing Your Potential Within the Profession
You're a Financial Planner, Now What?
English - December 10, 2019 14:08 - 35 minutes - 50.2 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Why Financial Planning Is Needed Now More Than Ever
Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.