The Quest for Purpose First Planning

Published: Oct. 22, 2019, 1:08 p.m.

b'Ian Bloom, CFP\\xae, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he\\u2019s developed his own \\u201cniche\\u201d based on his interests, and the importance of sharing content with your audience from Day One.'