People Moves Related to "FPA Retreat 2012 shines spotlight on the emotional and psychological dynamics between advisor and client"
Headline
Publish date
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors
Aug 2, 2019Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs