Episodes
Wednesday Jul 10, 2019
CSLP 6: How a financial advisor accelerated the growth of her new practice
Wednesday Jul 10, 2019
Wednesday Jul 10, 2019
In this episode, Meagan Landress, a CSLP based in Georgia, discusses how after taken the CSLP program and becoming certified, she rapidly grew her practice. She outlines how building new, early career professionals set the foundation for a group of long-term client relationships. Meagan also shares about her experience with the CSLP course and the taking the exam and how it helped her accelerate the growth of her financial advisory practice.
Version: 20240731
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