Understanding Your Strengths in a Changing Investment Landscape
You're a Financial Planner, Now What?
English - November 16, 2021 10:00 - 37.2 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.