Financial Advisor Success
Financial Advisor Success
Michael Kitces
Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs
1 hour 31 minutes Posted Jul 24, 2018 at 4:00 am.
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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