You're A Financial Planner; Now What?
Understanding Your Strengths in a Changing Investment Landscape
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:00:00
- More information
Informações:
Synopsis
Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.
