Financial Residency
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in […]
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“Elementality for Financial Advisors | Elements of Financial Planning System™” and similar random podcasts
Elementality for Financial Advisors | Elements of Financial Planning System™
by Reese Harper, CFP®
Since Jul 2, 2020 16:51 UTCJoin Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You’ll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
Categories: Business
Tags: cfp, Finance, financialadvisors, financialplanners, financialplanning, investing, investmentmanagement, personalfinance, ria, wealthmanagement
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