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Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
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289 episodes
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Manage episode 267724018 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.
…
continue reading
289 episodes
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Similar to You're a Financial Planner, Now What?
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
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continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
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…
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