Advisor2Advisor

(Guest: Adam Scherer) Building Better Planners (127)


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We are joined by Adam Scherer, director of curriculum and instructor at Boston Institute of Finance. We talked to him about the financial planning and certification process and his experience in the industry.

Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]

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Advisor2AdvisorBy Corey Keating

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