Episode 1 – Neil Maxwell

NeilMaxwell_smallConfused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients.

On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial planning and investment advisory services to a variety of clients.

In this discussion you’ll learn how and why Neil became an Enrolled Agent and the not-so-obvious value the EA designation can bring to your business. He also offers valuable career development advice for beginning financial planners.

Enjoy!

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References in the podcast:

http://www.maxwellwealthplanning.com

https://fastforwardacademy.com/home

http://gregmckeown.com/essentialism-the-disciplined-pursuit-of-less