Himalaya: Listen. Learn. Grow.
Visit BIFBites.com to view the question discussed during this episode.
Jerry, Brendan and BIF's newest co-host, Adam Scherer, talk with Jon Robinson, CEO and co-founder of Blueprint Investment Partners. Jon shares his impressive origin story... small town kid with no business contacts makes his way to wall street as a trader and ultimately founds and operates his own investment company. The conversation then moves to behavioral finance, ESG investing and why acting in the best interest of your clients and partners is always wise.
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.
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 Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.