Charting Your Career Path - NAPFA Credit Only

Charting Your Career Path - NAPFA Credit Only

K-Marketing and Practice Management

Caleb Brown

Published: 12/16/2020

The financial planning industry is rapidly growing and changing, which can lead to uncertainty for younger planners. Caleb Brown, CEO and co-founder of New Planner Recruiting, has been helping new planners get into the financial planning industry for years. Join us to hear what Caleb has to say for planners looking to grow and develop, and how they can best make themselves invaluable to clients and their firms.

1 NAPFA CE in K – Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from December 2020.