Operations as a Financial Planning Career - a podcast by Financial Planning Association

Michelle Wong, FPQP™, is the founder of and virtual assistant for Nifty Advisor Support, a support solution for independent Registered Investment Advisors. Nifty provides back office services and VAs for RIAs in D.C., Pennsylvania, Arizona, Illinois, Texas, New Jersey, and soon to be more.

On our latest YAFPNW episode, Michelle talks to Hannah about how Nifty serves financial advisors, adapting to a virtual work environment, and how new planners can explore operations as a career path.

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

Further podcasts by Financial Planning Association

Website of Financial Planning Association