This month we start with a quick run down of basic CFP® Exam-style questions before moving on to the main event... Brendan and Mike catch up with Robin Miller who is a former Bryant CFP® student and newly minted CFP® Professional.
The trio discuss how each broke into the industry and the early struggles that came with starting a practice. They also discuss how to network effectively and efficiently, how to differentiate oneself and the ramifications of being a woman in a male dominated industry.
Here are the practice questions that were covered during this episode:
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.