Learning Center

Neurodivergent Planners Knowledge Circle: Practice Management for Neurodivergent Advisors

Product not yet rated

Guest presenter Amy Leis will talk about how neurodivergent individuals can effectively learn, structure their time and work environment to have a successful financial planning practice/career.

Amy Leis, PhD, CFP®

Juno Wealth Management, LLC

Providing Financial Health for Sudden Wealth. With almost 20 years of experience in the financial services industry, Amy works with families and business owners. As owner of Juno Wealth Management, she specializes in Sudden Wealth including inheritance, divorce, legal settlements, and athletes/entertainers. Her clients appreciate the boutique experience, comprehensive planning process, and creative wealthbuilding solutions. In addition, Amy also owns AmiableLife Coaching, a consulting company specializing in public speaking, study skills, and practice management for financial advisors.

Key:

Complete
Failed
Available
Locked
Neurodivergent Planners Knowledge Circle: Practice Management for Neurodivergent Advisors
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available