Setting up Guardrails for a Firm
b'Time is precious, and we\\u2019ve never been busier. Host Matt Fizell, CFP\\xae talked to Adam Cmejla, CFP\\xae, about workflows and processes in our latest YAFPNW episode. They discussed the benefits of integrating processes, challenges he faces in his work, and Adam\\u2019s advice for new planners interested in that area of the profession.'