You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Challenging Assumptions & Researching Answers

October 19, 2021

In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make.