Broker Check


August 28, 2018

Last week I had the opportunity to join two world class financial advisors, Trevor Lawson, CFP®, AIF®, RICP®  and Will Smith CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC, for an interview discussing my experiences throughout the Duke University Executive Financial Planning Program.  

Clients should be sure to listen to the end when we discuss what the CFP® marks actually mean TO YOU and why it is important to consider working with a CERTIFIED FINANCIAL PLANNER™ professional, especially in our world of fee reduction.

For other advisors in the industry, this podcast will give you an inside scoop into Duke’s CFP® program if you are considering pursuing the CFP® certification.