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BIF Bites

The Boston Institute of Finance

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BIF Bites
77 min2020 SEP 3
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Visit BIFBites.com to view the question discussed during this episode.

This month we start with a quick run down of basic CFP Exam-style questions before moving on to the main event... Brendan and Mike catch up with Robin Miller who is a former Bryant CFP student and newly minted CFP Professional.

The trio discuss how each broke into the industry and the early struggles that came with starting a practice. They also discuss how to network effectively and efficiently, how to differentiate oneself and the ramifications of being a woman in a male dominated industry. Really interesting stuff tbh.

The BIF Bites podcast covers topics that are important to those seeking CFP certification and really anyone that wants to better understand the financial services industry in general.

Jerry Mee, CFP is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP, ChFC, CLU is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Brendan Flaherty, CFP, CIMA, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP Program Director for the Boston Institute of Finance (BIF).

Adam Scherer, CFP, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.