Improve Your Business Today - Recruit, Train and Engage Top New Planners Today!
Luis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it. Listen in as they share the ...
Chloé Moore is the founder of Financial Staples, where she focuses on making financial planning and guidance accessible to the busy young professional. She has been speaking at Caleb's financial classes for several years now, and with over 15 years of experience in the financial services industry, she really knows her stuff. Today she joins the show to share her journey into the career path she has carved out for herself, including her college experience and the initial interview process for ...
