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ON LOCATION
Sept 18, 2024 | FPA E1 | Guest: Margaret J. Hartigan
Chuck catches up with Margaret J. Hartigan, Founder + CEO of Marstone, Inc.. Margaret shares her thoughts on how RIAs can “bolt on” a guided DIY financial planning solution to their practice.
Oct 10, 2024
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Sept 29, 2024 | CFP E5 | Guest: Michael Kitces
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Sept 29, 2024 | CFP E4 | Guest: Kevin Keller, CEO, CFP Board
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Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)
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