We inspire and educate the next generation of financial advisors
RBSO - Eli Broad College of Business at Michigan State University
Meetings Tuesday @ 6:30PM
Vincent Pucillo, marketing senior and president of the @MSUWMA, writes about the Financial Planning Association’s second Student Success Summit taking place on Feb. 4. https://t.co/7aJXwq2UTr
Thank you @khemaridh for joining the @MSUWMA podcast. You shared a ton of great info in 30 minutes. I especially appreciated the “why” before the “how”when thinking about productivity! https://t.co/7TcYouPHxB
Very interesting conversation with @cathycurtis on the @MSUWMA podcast. It was interesting to hear her story, how she played office as a child and is now one of the best planners in the country! Thanks Cathy! https://t.co/xEu434L2FP
We hope everyone enjoyed their Thanksgiving Day, and if you haven't already, be sure to check out our newest podcast episode with the 121st US Amateur Golf Champion @jamespiot1!
https://t.co/ArrKRagSqs
@RetFieldGuide joins us this week on the MSUWMA Podcast, talking about entering the industry, understanding clients and their needs, tips to pass the CFP exam, and much more!
https://t.co/shQ3DXAwnn
From the @FPAMichigan externship, paraplanning, and starting in the wealth management profession, Liam Pommerich joins us on this week's episode of the MSUWMA Podcast! https://t.co/QqCaJdaVUL
Starting a financial planning firm, successful qualities of an advisor, advice for women entering the financial planning profession...all this and more on today's MSUWMA Podcast episode with Dalal Salomon!
https://t.co/h2gtwMcWId
Our Member & Mentor @sofiafinancial was on a call with her Mentee, Varun when all of a sudden.... 💥
Who knew @TheRealSparty wanted to learn more about financial planning 🤪
Excited to host the Society for Financial Education & Professional Development, Inc. to educate our members about some of the most important concepts in personal finance to enhance financial literacy!
MSU Professor of Finance and author @ThomasRimer joins us to talk about his experiences in wealth management as well as his new book!
https://t.co/OsmV9pZ0bm
Check out Season 4, Ep. 1 of the WMA Podcast. This week, Vincent Pucillo joins guest Bryan Hastling to talk about beginning a career in the wealth management industry. https://t.co/286m9EoBC6
Jake Cain of the MSUWMA Podcast recently hosted Vincent Gavigan of Vanguard to talk about what recruiters look for in candidates applying to jobs in wealth management and more. Check it out below!
https://t.co/eTNoxSc7SF