You're A Financial Planner; Now What?
Flexing Your CFP®: Roles in Fintech and RIA Development
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:00:00
- More information
Informações:
Synopsis
Greg Goin CFP®, CIMA®, CLU®,CRPC®, is the Regional Vice President of RIA Markets at Allianz Life. Schyler Adams, CFP®, is the Director of Advanced Strategies and Planning Platforms at Allianz Life. Alongside Hannah Moore, CFP®, they dive into how their CFP® training brought them to unexpected roles and how professionals can look for their dream work in unexpected places.