In today's episode, Bill Kelly is joined by the CEO of the Financial Planning Association, Patrick Mahoney. A wealth of knowledge in the industry, Patrick shares his insights on the intricacies of the ever-evolving financial planning profession including the most pressing matters surrounding it today. Patrick draws insightful comparisons with established fields like dentistry, emphasizing the critical importance of education and credentials in shaping varying levels of expertise. Get ready to absorb valuable insights as we navigate the complex realm of financial planning. Listen in!
Educational Alpha