Setting up “Guardrails” for a Firm - a podcast by Financial Planning Association

Time is precious, and we’ve never been busier. Host Matt Fizell, CFP® talked to Adam Cmejla, CFP®, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of integrating processes, challenges he faces in his work, and Adam’s advice for new planners interested in that area of the profession.

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

Further podcasts by Financial Planning Association

Website of Financial Planning Association