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Exploring the world of Financial Planning. Accelerating your career.
Engineering Serendipity with Mentorship in Small Firms
You're a Financial Planner, Now What?
4 years ago
Engineering Serendipity with Mentorship in Small Firms
CJ Miller, CFP®, RMA®, is a financial planner at Sensible Money LLC and a board member of the Greater Phoenix chapter of the FPA. He sat down with Matt Fizell, CFP®, to talk about how he found a career in a small firm where he can see himself growing happily for the rest of his working life. He shares about the essential values, habits, and supports that you can cultivate to build your own big dreams in small businesses.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
