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    Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs

    Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs

    FromFinancial Advisor Success

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    Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs

    FromFinancial Advisor Success

    ratings:
    Length:
    92 minutes
    Released:
    Jul 24, 2018
    Format:
    Podcast episode

    Description

    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 
    Released:
    Jul 24, 2018
    Format:
    Podcast episode

    Titles in the series (100)

    The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.