You're A Financial Planner; Now What?
Virtually Serving Planners
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:38:37
- More information
Informações:
Synopsis
Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant,