Episode 5 – Ben Briggs
17m
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You're a Financial Planner, Now What?
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Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations. Ben discusses his non-traditional route to financial planner by way of becoming a CPA first. He shares how having a CPA certification has helped him as a financial planner and offers advice to those new to the profession. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning. Links to references in this week’s podcast: RGT Wealth Advisors FPADFW Career Day AICPA
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