You're A Financial Planner; Now What?
History of Financial Life Planning pt 2
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 1:00:58
- More information
Informações:
Synopsis
Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.