How has your designation enhanced your career?
I think it gives you more credibility when working with retirees and those getting ready to retire. The CFP was very broad, RMA was very specific. And I work with those 50+, who are teachers, doctors, nurses and federal workers.
What are you currently reading?
My favorite book is "Crime and Punishment" by Dostoevsky. I started playing chess, so I'm also reading books by Bobby Fischer.
Financial Advisor Marketing with James Pollard, Exceptional Advisor from IWI, Retirement Repair Shop, The Great Retirement Debate, Sell or Die, Power of Zero, The Profitable Advisor, Top Advisor with Bill Cates, and the FPA
What are you most grateful for?
My family, since if it wasn't for them, I would have quit this career a while ago! I get impatient, so they keep me grounded!