EPISODE · Sep 18, 2020 · 31 MIN
Episode 159: Why Work with a Bank On Yourself® Professional?
from Not Your Average Financial Podcast™ · host Not Your Average Financial Podcast™
In this episode, we ask: What do you call a … ? Are all financial professionals right for your needs? How many designations and credentials are available for financial professionals? What about the CPA? What about the CFA? What about enrolled agents? What about the CFP®? What about Mark’s CFP®? What about a generalist designation?...
What this episode covers
In this episode, we ask: What do you call a … ? Are all financial professionals right for your needs? How many designations and credentials are available for financial professionals? What about the CPA? What about the CFA? What about enrolled agents? What about the CFP®? What about Mark’s CFP®? What about a generalist designation?...
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Episode 159: Why Work with a Bank On Yourself® Professional?
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