How to Find the Right Advisor for Your Planning Needs (Ep. 75)

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February 15, 2023 • 34 mins

Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning needs? In this episode, Royal Standley focuses on what the different designations mean, both for the advisor’s education and for the clients looking to find the right advisor. Royal explores how having …

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}How to Find the Right Advisor for Your Planning Needs (Ep. 75)