CSLP 6: How a financial advisor accelerated the growth of her new practice
In this episode, Meagan Landress, a CSLP based in Georgia, discusses how after taken the CSLP program and becoming certified, she rapidly grew her practice. She outlines how building new, early career professionals set the foundation for a group of long-term client relationships. Meagan also shares about her experience with the CSLP course and the taking the exam and how it helped her accelerate the growth of her financial advisory practice.
Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute
The Cares ACT - Is it working for student loan borrowers?
Chris Robinson with Jantz Hoffman and Heather Jarvis
The CARES Act. What borrowers and financial professionals need to know.
CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.
CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO
CSLP 8: Carli Coyne, Financial advisor & CSLP on how she is growing her practice targeting student loan borrowers
CSLP 7: Patti Hughes, CFP, CPA, MSA, CSLP discusses how she helps clients with complex student loan repayment scenarios.
CSLP 5: David Hessel, Financial Advisor, Changing lives through holistic planning that includes student debt management
CSLP 4: A CPA talks about the mistakes tax advisors can make when working with clients who have student debt.
CSLP 3: The problem of student loan debt and financial advising with Heather Jarvis, JD
CSLP 2: Advising student debt repayment when clients temporarily lose income
CSLP 1: The Certified Student Loan Professional (CSLP) program for financial advisors
Copyright © 2006-2022 Podbean.com