Bill Simonet, CFP® joins us to share his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.
Chad Smith, CFP® shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful.
We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording. In the June session, Lynn McIntire from Cadent Capital joined Hannah Moore to discuss The Business of Financial Planning.
Joe Pitzl, CFP® shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on how he got his first job out of college, what lead him to leave a great firm and the stops along the way.