You're A Financial Planner; Now What?
Flexing Your CFP®: Roles in Fintech and RIA Development
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:00:00
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Sinopsis
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.