AFC + CFP: Complementary credentials for maximum impact

18/08/2020 33 min Temporada 1 Episodio 7
AFC + CFP: Complementary credentials for maximum impact

Listen "AFC + CFP: Complementary credentials for maximum impact"

Episode Synopsis

This week co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Justin Chidester, AFC® and CFP® about the art of private practice. In a time when virtual meetings have become essential, Justin has mastered how to manage remote clients with his practice spanning over 13 states and three countries. The episode dives into Justin's journey from non-profit to private practice and takes a look at what the path looks like from college to fee-only financial planning and helping clients achieve their financial goals. *Show Notes*00:52 About Justin01:52 Starting Wealth Mode Financial Planning02:50 Financial Adviser vs. Financial Planner 04:29 From non-profit to private practice 05:06 Fee-only financial planning 10:22 How to serve as both and AFC® and CFP®17:17 Growing your client base  21:35 AFCPE® Symposium Conference 27:28 Your Two CentsResource Links:AFC® Certification: https://www.afcpe.org/certification/accredited-financial-counselor/Wealth Mode Financial Planning: https://www.wealth-mode.com/XY Planning Network: https://www.xyplanningnetwork.com/AFCPE® Symposium: https://www.afcpe.org/symposium/Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

More episodes of the podcast Real Money, Real Experts