Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs
Financial Advisor Success · Michael Kitces
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Show Notes
History always has a way of shedding light on current issues and giving us insight into the future. Ben Coombs was one of the first recipients of the CFP certification and having been involved in the growth and evolution of the financial planning industry, his insight and acquired wisdom is incredibly helpful. He talks about the early struggles of the industry and shares advice on how to advance your career while providing more valuable services to your clients.
For show notes and more visit: https://www.kitces.com/82