CFP Archives - Redtail Technology Tue, 05 Jul 2022 17:06:34 +0000 en-US hourly 1 https://wordpress.org/?v=6.3.1 https://corporate.redtailtechnology.com/wp-content/uploads/2020/01/cropped-favicon-32x32.png CFP Archives - Redtail Technology 32 32 Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals https://corporate.redtailtechnology.com/pre-graduation-goal-alignment-would-benefit-financial-planning-students-and-professionals/ Tue, 05 Jul 2022 17:06:34 +0000 https://redtail.flywheelsites.com/?p=65950 Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.

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Survey

Students hoping to set themselves apart from their peers on a financial services path might be wise to prioritize sitting for the Certified Financial Planner (CFP®) exam pre-graduation, given the results of a recent survey Redtail Technology conducted in conjunction with Brigham Young University – Idaho. Brian McLaughlin, President, CRM at Orion Advisor Technology and Redtail Co-Founder discussed this and more from those survey results in a recent issue of the Journal of Financial Planning.

Read it here now!
Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.

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