On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc.
Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients.
On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA.
In this discussion you’ll learn how and why Neil became an Enrolled Agent and the not-so-obvious value the EA designation can bring to your business. He also offers valuable career development advice for beginning financial planners.
References in the podcast:
https://fastforwardacademy.com/home
http://gregmckeown.com/essentialism-the-disciplined-pursuit-of-less