Blair highlights the wealth of opportunity that is in financial planning, whether you are interested in being a Chief Investment Officer, a financial planner, or being one of the architects of a new SMA (separately managed account).
In this week’s episode we get to talk with Blair duQuesnay, CFA, CFP®, who has transitioned several times in her career. Blair highlights the wealth of opportunity that is in financial planning, whether you are interested in being a Chief Investment Officer, a financial planner, or being one of the architects of a new SMA (separately managed account).
Today, Blair tackles the ambiguous question of what is financial planning and shares her tips for lifelong learning and developing as a professional.