Automation and Online Branding - a podcast by Financial Planning Association

Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI, is the founder of Modern Money Advisor. In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has helped her thrive in every aspect of her business.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association