The Quest for “Purpose First” Planning - a podcast by Financial Planning Association

Ian Bloom, CFP®, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the importance of sharing content with your audience from Day One.

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

Further podcasts by Financial Planning Association

Website of Financial Planning Association