Actions Speak Louder than Words

Published: March 31, 2020, 2:09 p.m.

b'Less than 1% of financial advisors are both CFA Charterholders and Certified Financial Planners. Keith Beverly, managing partner and CIO of Grid 202 Partners, is part of that 1%. Tune in to this episode as Keith shares his professional journey, insight into his firm, and his initiative to support advisors entering the profession.'