You're A Financial Planner; Now What?
Mr. Tall, Dark, and Handsome
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 1:14:27
- More information
Informações:
Synopsis
I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.