You're a Financial Planner, Now What?

Understanding Your Strengths in a Changing Investment Landscape


Listen Later

Simon Tryzna is the Chief Investment Officer at ClearPath Capital Partners, a $300 million RIA, and a CFA® Charterholder. In the latest episode of YAFPNW, Matt Fizell, CFP®, and Simon discuss his passion for numbers, understanding your strengths as a financial planner, and new trends in the financial planning space.
...more
View all episodesView all episodes
Download on the App Store

You're a Financial Planner, Now What?By Financial Planning Association

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

64 ratings