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: