You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Forging a Path to Partnership

June 18, 2019

Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.