9 Mistakes New Advisors Make

Making a career transition into financial planning can be a rewarding and lucrative journey. But not if your financial planning practice implodes before it starts.

Join us as retired Navy veteran and CFP Forrest Baumhover discusses nine critical mistakes that all financial advisors should avoid. Whether you’re starting out or are on your way, you’re sure to bring back some useful insight to keep your practice on track!

Speakers