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2020 has forced financial advisors to work differently. What are the pros and cons of WFH? Listen in as we discuss potential new compliance pitfalls, how to maintain client relationships virtually and more.
This episode also touches on bad advice available on TikTok, Reddit and social media in general. Does this create an opportunity for advisors? We think so.
Stay tuned through the end to hear the question of the month, which touches on the complexities involved in coordinating college funding across 529s, Coverdells, AOC and LLC tax credits and more.
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.