You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


The Quest for “Purpose First” Planning

October 22, 2019

Ian Bloom, CFP®, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the importance of sharing content with your audience from Day One.