Thanks so much for attending my presentation for the consulting session with Jackson!
Further Reading Materials:
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor