What’s one thing CEO Kevin R. Keller, CAE wants financial planners to know that they might not know? Watch the latest episode of Financial Planning Association-National Capital Area's "Smarter Planner" podcast with Belle Osvath, CFP®, CSLP®, AIF® to find out! ⬇️ #CFPpro #FinancialPlanning #Podcast #SmartPlanner Financial Planning Association (FPA)
Kevin R. Keller, CAE, CEO of CFP Board wants planners to know that CFP Board is here to help. In the latest episode of the Smarter Planner Podcast, host Belle Osvath, CFP®, CSLP®, AIF®interviews Kevin about the "It's gotta be a CFP®" marketing campaign. Link to the full episode below!
Important and well said!
Good advice!
Vice President, Truist Investment Services, Inc., Truist Wealth
2moThe first way CFP Board FP can help me is stop trying to sell me things and stop asking me for money.