Adam sits down with Cody Garrett to discuss the often over-looked, but truly critical information gathering stage of the financial planning process. Cody's a big believer in the power of "genuine" curiosity. We explain how a well-informed question has the power to strengthen your relationship with a new client.
Very Exciting News: Measure Twice Planners and The Boston Institute of Finance have created a new scholarship opportunity for BIF/Bryant CFP Education! Learn more and apply: measuretwiceplanners.com/scholarships.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.
Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance (BIF).
Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.