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re: CFP
Posted on 3/27/15 at 11:09 am to tigerrocket
Posted on 3/27/15 at 11:09 am to tigerrocket
I've been doing this 15 years and have a nice book of business. Don't have CFP and don't believe I need it since I work for a large well known firm and have plenty of resources at my disposal. That being said...if I was an independent advisor I could see how CFP would help attract and keep clients.
This post was edited on 3/27/15 at 11:10 am
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