This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital.
This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital.
We discuss business models in the financial planning profession. These models will continue to change and I expect new models to develop over our professional careers. It is such an exciting time to be part of this profession!
Thanks to The Milestone Group for hosting us!