Processes FPA DFW Seminar

Published: May 2, 2017, 5:54 p.m.

b'We\\u2019re back\\xa0with the recording of the in-person FPA DFW You\\u2019re a Financial Planner, Now What series session on Processes. In this session,\\xa0Lynn McIntire from Cadent Capital joins Hannah Moore\\xa0to\\xa0discuss processes and share what works with clients in their practices.\\nThanks to everyone that came out and many thanks to the kind folks at\\xa0\\xa0The Milestone Group and Bank of Texas Private Bank \\xa0for hosting us!\\n\\n\\u201cIt\\u2019s color coded!\\u201d\\nThe Path to Discovery by John Bowen, founder and CEO of CEG Worldwide'