Visit BIFBites.com to view the question of the month and a reflective article that Jerry wrote on the lessons he learned while working with Gary.
Jerry and Mike invite Gary Wedge on to discuss the challenges faced by today's CFP® candidates. Gary just passed the July 2019 CFP® Exam after 2 previous unsuccessful attempts. This episode is a true must listen for anyone considering CFP® certification.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.
Gary Wedge, CFP® runs a successful Registered Investment Advisor, NewAge Advisors, LLC, where he manages and advises his own clients.