You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


From Academia to Award-Winning CFP®

October 29, 2019

This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vital role in the growth of the profession, so don’t miss out on this great chat!