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This episode features intuitive tech tools like, GoAdvising, that can enhance consumer’s understanding of capital themes like (Financial Literacy), (Talent Development & Pursuit), (Mentoring), (Health & Wellness, (Attitude Towards Work), (Philanthropy) and (Relationships beyond ourselves).
Special guest David Specht, CFP, is one of the top revenue generating advisers of the millennial generation of fee-based planners. David's articles have appeared in The New York Times, Business Week, Family Business Magazine and Farm Journal. He has a degree in Business Management and a Masters in tax and financial planning.
Developing Tools that make Advising Intuitive Business Planning, the Next Generation - YouTube
Special guest David Specht, CFP, is one of the top revenue generating advisers of the millennial generation of fee-based planners. David's articles have appeared in The New York Times, Business Week, Family Business Magazine and Farm Journal. He has a degree in Business Management and a Masters in tax and financial planning.
Developing Tools that make Advising Intuitive Business Planning, the Next Generation - YouTube