S12:E5 - CFP has changed how I advise clients episode artwork

EPISODE · Sep 11, 2025 · 32 MIN

S12:E5 - CFP has changed how I advise clients

from Your Financial Planning Maestro · host Jacqueline Lockie

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Why thorough preparation and commitment are essential 2. What are the toughest parts 3. Client relevance is key to success 4. How CFP will change the way you'll advise clientsThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

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S12:E5 - CFP has changed how I advise clients

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