Certificant Connections
Episode 2: Our Newest “I am a CFP® Pro” – An interview with Matt Aaron, CFP®
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:05:57
- More information
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Synopsis
Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession. On this episode of Certificant Connections we talk with our newest CFP® Pro Matt Aaron, CFP® of Northwestern Mutual about his journey to CFP® certification, why he became a financial planner and tips for young people entering the profession. Key Takeaways [:20] Dan Drummond welcomes Matt Aaron, and asks him right away: How does it feel to be the latest CFP® Pro! [00:43] Matt shares his take on what some distinguishing features of the CFP certification are, when it comes to clients choosing a financial advisor. [1:35] There are more CFP’s than CFA’s globally! [2:01] Dan asks if Matt has anything to share for people who might be looking to start in the business. [2:55] Matt delves into the tangible value