You're A Financial Planner; Now What?
Understanding Strengths & the Power of Niches
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:43:35
- More information
Informações:
Synopsis
Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she does at Envestnet MoneyGuide, her education and career journey, and what you can usually find her doing when she’s not working.
