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The Certified Student Loan Advisor Podcast

The Certified Student Loan Advisor Podcast

Business

CSLP 8: Carli Coyne, Financial advisor & CSLP on how she is growing her practice targeting student loan borrowers

CSLP 8: Carli Coyne, Financial advisor & CSLP on how she is growing her practice targeting student loan borrowers

2019-08-25
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Carli Coyne is a financial advisor with Centerview Wealth Advisory Group based in Pittsburgh, PA. Carli shares about her experience getting certified with the CSLP program and how it has positively...

Carli Coyne is a financial advisor with Centerview Wealth Advisory Group based in Pittsburgh, PA. Carli shares about her experience getting certified with the CSLP program and how it has positively impacted her practice.

She notes the differences this information affords her and why more advisors are needed who can provide the best possible financial planning services. 

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More Episodes

Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute

2021-10-20

The Cares ACT - Is it working for student loan borrowers?

2020-07-21

Chris Robinson with Jantz Hoffman and Heather Jarvis

2020-07-01

The CARES Act. What borrowers and financial professionals need to know.

2020-04-07

CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.

2019-09-16

CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO

2019-09-01

CSLP 7: Patti Hughes, CFP, CPA, MSA, CSLP discusses how she helps clients with complex student loan repayment scenarios.

2019-08-10

CSLP 6: How a financial advisor accelerated the growth of her new practice

2019-07-10

CSLP 5: David Hessel, Financial Advisor, Changing lives through holistic planning that includes student debt management

2019-06-21

CSLP 4: A CPA talks about the mistakes tax advisors can make when working with clients who have student debt.

2019-03-14

CSLP 3: The problem of student loan debt and financial advising with Heather Jarvis, JD

2019-02-13

CSLP 2: Advising student debt repayment when clients temporarily lose income

2019-02-07

CSLP 1: The Certified Student Loan Professional (CSLP) program for financial advisors

2019-01-30
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