cb3 tertiary banner
Identifying Your Specialty as a Financial Services Professional
How specialization in your profession can yield business benefits.
cb15 resource post
Author
Alanah Phillips
MBA
Subscribe to Newsletter
Related Posts
FinServe Ambassador Talks Coordinated Legacy Planning
View DetailsPersonal Relationships and Financial Services
View DetailsThrive When You Specialize
View DetailsNovember 21, 2023
Alanah continues her conversation with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, on how financial professionals can find a business niche they excel in and other opportunities when breaking into the field.
Related Posts
FinServe Ambassador Talks Coordinated Legacy Planning
View DetailsPersonal Relationships and Financial Services
View DetailsThrive When You Specialize
View Details