I’m excited to welcome Adam Scherer on the podcast. He is a CFP and EA as well as having two masters degrees including in personal financial planning. In addition to running his own RIA, Adam has been a professor teaching CFP curriculum for many years. One of his primary current roles is as Vice President of Product Development and Innovation at The Boston Institute of Finance or BIF, Bryant University CFP program. As we discuss, Adam is a career changer himself so he shares some lessons learned along his career path. You will find his exam and coursework tips helpful as well as busting some myths about the exam. We close out by talking about scholarship programs and the significant military discount that BIF offers so be sure to check it out!
Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller
I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women,