Episode 70

Alphabet Soup: Designations That Matter


August 17th, 2022

31 mins 27 secs

Your Hosts

About this Episode

The Drink: The ABC Cocktail
The Topic: Professional Designations
Have you ever looked at your financial advisor’s business card and wondered what all the letters behind their name means? On today’s show Caleb and Jason discuss some of the most commonly used financial/ professional designations, what they mean, and how they apply to you as a client.