Every Type Is Needed: Personality&Planning - a podcast by Financial Planning Association

from 2020-01-21T09:08:16

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Kevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.

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