Episode 1 Neil Maxwell

Published: Jan. 28, 2016, 3:17 a.m.

b'Confused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients. On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP\\xae, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial [\\u2026]'