Fee Only Path What Students Need to Know
The episode is aimed at students and newer planners, so advisors who hire, mentor or train emerging talent may find the career-path discussion relevant. It also covers NAPFA's role in a planner's career and its Genesis group.
Summary
By the running an ria deskDanielle Miura interviews Marcus Holzberg about his path into fee-only financial planning, his client work and his involvement with NAPFA Genesis. They discuss how fee-only planning looks in practice, the role NAPFA can play in a planner's career, and advice for students and emerging planners. The description also points to NAPFA student resources.
- Marcus Holzberg discusses his journey into fee-only financial planning.
- The interview covers his experience working with clients.
- It addresses his involvement with NAPFA Genesis.
- The conversation includes advice for students and emerging financial planners.
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