You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Setting up “Guardrails” for a Firm

September 08, 2020

Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of integrating processes, challenges he faces in his work, and Adam’s advice for new planners interested in that area of the profession.