Actions Speak Louder than Words - a podcast by Financial Planning Association
from 2020-03-31T10:09:33
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Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.
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Website of Financial Planning Association