What Works Wednesday with Guest Jeff Rattiner
The Perfect RIA · Matthew Jarvis & Micah Shilanski
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Show Notes
The CFP® designation has been the standard of excellence for financial planners for decades—and it's easy to see why. The highest designation in financial planning, combined with the commitment to high ethical standards, sets advisors holding this designation apart from the rest. So, what comes next after you receive your CFP®? And how can we implement processes to ensure our practices run as smoothly as possible? Jeff Rattiner, President at Rattiner's Financial Planning Fast Track, Inc., joins Micah today to share the answers to these questions and more.
You can find show notes and more information by clicking here: https://bit.ly/3QzLoFa