Dec 12, 2018
Our series continues with Barbara Moser, CPA, CFP® and Connie Heier, CPA, CFP®, principals of Moser & Heier Financial Solutions in Lisle, IL, sharing how they formed Moser-Heier Financial Service. In addition, they will discuss what being a CFP and CPA means to them, their practice and their clients. Barbara and Connie will also address how they handle growth in their practice, and reveal the best advice they’ve given a client. The podcast concludes with a conversation about mentorship.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s new podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
For more information on this and other podcasts in the series, please visit iTunes.