Not Your Average Financial Podcast™

Not Your Average Financial Podcast™


Episode 159: Why Work with a Bank On Yourself® Professional?

September 18, 2020

In this episode, we ask: What do you call a … ? Are all financial professionals right for your needs? How many designations and credentials are available for financial professionals? What about the CPA? What about the CFA? What about enrolled agents? What about the CFP®? What about Mark’s CFP®? What about a generalist designation?...