Neurodivergent Planners Knowledge Circle: Practice Management for Neurodivergent Advisors

5 (1 vote)

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.

Competency Level: Foundational

FPA Competency: Professionalism, Interpersonal Impact

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

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.