You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Every Type Is Needed: Personality & Planning

January 21, 2020

Kevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.