Every Type Is Needed: Personality & Planning

Published: Jan. 21, 2020, 2:08 p.m.

Kevin Clark, CFP\xae, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner\u2122. In this episode, he shares how he \u201cfell backwards\u201d into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.