Starting Line In The Sunshine State W/ Robin Snell, CFP® BIF Bites podcast

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Podcasting Education BIF Bites The Boston Institute of Finance

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Starting line in the sunshine state w/ Robin Snell, CFP®

12M ago 39:19

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Indhold leveret af BIF Bites and The Boston Institute of Finance. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BIF Bites and The Boston Institute of Finance eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to becoming an independent advisor.

… continue reading

90 episoder

#Podcasting Education #BIF Bites #The Boston Institute of Finance

Artwork

Starting line in the sunshine state w/ Robin Snell, CFP®

published 12M ago

Del

MP3•Episode hjem

Indhold leveret af BIF Bites and The Boston Institute of Finance. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BIF Bites and The Boston Institute of Finance eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to becoming an independent advisor.

… continue reading

90 episoder

#Podcasting Education #BIF Bites #The Boston Institute of Finance

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