Episode 1 – Neil Maxwell - a podcast by Financial Planning Association

Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial […]

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

Further podcasts by Financial Planning Association

Website of Financial Planning Association