Financial Planning Practice Management Wealth Management | Insights
FinServe Ambassador Talks Coordinated Legacy Planning
When building a client’s financial plan, it’s important to ensure that the plan is both holistic and specific in addressing what an individual’s goals are and ways to meet them. That’s the idea Padric Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP puts first and foremost in his philosophy of “coordinated planning.”
November 15, 2024
November 15, 2024
Practice Management | On-Demand Webcasts
An Optimal Client Service Model - CAAFP Breakout Session 2
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Practice Management | On-Demand Webcasts
Women in Financial Services - Opportunities to Support Growth and Leadership
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