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In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring,...
In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring, marketing and office space needs. They further explore client perceptions of recent market volatility, along with finding value in FPA membership.
David McPherson's Contact:
Website: https://fourpondsfinancial.com
Phone: (888) 285-7705
Twitter: @DavidMcPherson
