You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Leaving a Legacy: A Case for Mentorship Within Financial Planning

January 22, 2019

This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life, how her relationship with her other firm members are ...