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In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its suited for, and how it can be used to better serve your clients.
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.
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.