History of Financial Life Planning pt 2 - a podcast by Financial Planning Association

Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.

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

Further podcasts by Financial Planning Association

Website of Financial Planning Association