You're A Financial Planner; Now What?
Serving Younger Clientele with Project-Based Planning
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:00:00
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Sinopsis
Justin Green, CFP®, MSPFP, is a financial planner and founder of Assist Financial Planning, a firm that caters to millennials and fitness entrepreneurs. In the latest episode of YAFPNW, Justin and Hannah Moore, CFP®, discuss the launch of his firm, important skills like networking, how Assist FP caters to a younger clientele, and more.
