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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 047: Why Work with a CFP®
Description: The tricky thing about this industry is that it is hard to understand who is qualified and who is not. Just check out this commercial the CFP® Board put out a few years ago - click here. Experience is good for an advisor to have, but doesn’t mean their advice is in your best interest or quality advice at all. Working with a CFP® is probably one of easiest filters you can apply to your advisor search process because it automatically filters for experience, education, and an ethics requirement.
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