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Insights Into the Financial Planning Industry - with Chad Fletcher, CFP
- 2022/01/27
- 再生時間: 44 分
- ポッドキャスト
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サマリー
あらすじ・解説
Dr. Dan sits down with his colleague, Chad Fletcher to discuss his background in finance. Chad was initially an insurance salesman who eventually became a financial planner and he discusses some of the differences between those roles. Finally, Chad and Dr. Dan nerd out on the game of golf and the parallels that can be drawn to finance. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.