Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II
Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession.
Firm Operations & All the Moving Pieces
Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track within his firm.
Networking with Lynn McIntire
Today we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking.