You're a Financial Planner, Now What?

Forty Years of Perspective on the Profession


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Mike Harris, MPASSM, CFP®, CRPC®, is the chair of retirement studies and a professor at the College for Financial Planning. He’s been in the profession for over forty years and has watched it evolve. He spoke with Hannah Moore, CFP®, about how the life of a financial advisor has changed, how professional designations will impact your career, and what it will take for you to thrive through the changes ahead.
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You're a Financial Planner, Now What?By Financial Planning Association

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