Falcon Wealth Advisors - The Fountain Of Wealth
Working with a CFP® (EP. 57)
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:22:16
- More information
Informações:
Synopsis
In episode 57 of “Upticks” Jake brings James Lewis back on the show. James has been diligently studying for his CERTIFIED FINANCIAL PLANNER™ exam and we are excited to announce that he has passed! In episode 57 Jake and James take a deep dive into the curriculum the course material covers and they explain how clients can benefit from working with an individual who has completed the CFP® coursework.
