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Elevating Advisor Standards Through CEFEX Certification with Carlos Panksep (Ep. 34)
In financial services, trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the Centre for Fiduciary Excellence (CEFEX). They highlight the benefits …
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By Rebecca Hourihan
5
33 ratings
In financial services, trust is paramount. Certification programs are a great way to strengthen your client’s trust and stand out to plan sponsors! In this episode of the 401(k) Marketing Podcast, Missy Schoedel speaks with Carlos Panksep, Vice President at Broadridge and General Manager at the Centre for Fiduciary Excellence (CEFEX). They highlight the benefits …
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