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Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs episode artwork

EPISODE · Jul 24, 2018 · 1H 31M

Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs

from Financial Advisor Success

History always has a way of shedding light on current issues and giving us insight into the future. Ben Coombs was one of the first recipients of the CFP certification and having been involved in the growth and evolution of the financial planning industry, his insight and acquired wisdom is incredibly helpful. He talks about the early struggles of the industry and shares advice on how to advance your career while providing more valuable services to your clients. For show notes and more visit: https://www.kitces.com/82 

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Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs

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How long is this episode of Financial Advisor Success?

This episode is 1 hour and 31 minutes long.

When was this Financial Advisor Success episode published?

This episode was published on July 24, 2018.

What is this episode about?

History always has a way of shedding light on current issues and giving us insight into the future. Ben Coombs was one of the first recipients of the CFP certification and having been involved in the growth and evolution of the financial planning...

Can I download this Financial Advisor Success episode?

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