Artwork

Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®

27:49
 
Del
 

Manage episode 284795288 series 2639281
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.
  continue reading

27 episoder

Artwork
iconDel
 
Manage episode 284795288 series 2639281
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.
  continue reading

27 episoder

Todos los episodios

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett