You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Career Paths in Banking: From Teller to Financial Planner

March 26, 2019

In this episode, Suzie Eyrich, CFP®, is shares her experiences at both an RIA and a bank that leads with financial planning. She also shows us how to grow your experience as a new planner and the best ways to confidently (and respectfully) advocate for...