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Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®
Manage episode 284795288 series 2639281
Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Manage episode 284795288 series 2639281
Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.
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Similar a Practical Wisdom from ACP Financial Advisors
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continue reading
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