27 min
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP® Practical Wisdom from ACP Financial Advisors
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- Business
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives.
To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.
27 min