Ken Donaldson joins Hannah on YAFPNW to talk about what financial planners can learn from counselors. Ken shares what advisors need to understand about their clients and themselves to be better advisors to their clients.
Holly P. Thomas, a CFP® joins us to discuss her career path and financial planning practice.
James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.
If you’ve wondered how you can best help your clients… or how you can best articulate your value to them.. You’re going to love this interview.