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ONYX Advisor Network

To Get a Designation or Not

Jul 31, 2023
Onyx Advisor Network
To Get a Designation or Not
20:52
 

Some advisors think that getting an additional designation will help them grow their careers. In this episode, Emlen and Dasarte give their take on the benefit and downfalls of getting designations.

Highlights:

  • Emlen's story on why he started to pursue to CFP
  • Dasarte's hot takes on when getting designations is a waste of time
  • Designations for advisor confidence
  • How to create a designation strategy