S
Shane Morrow
2 things Shane uses or recommends, from 1 episode.
Shane's top picks
What Shane uses or recommends most, ranked by how often and how strongly. Paid ads are left out.
CFP Certification
Finance & investing
Recommends it · 1 episode
"We encourage them to start with the CFP program. Get your CFP, get your designations, do all the things you know you should because that's the quickest way I think you can accelerate your progress."
All 2 of Shane's picks
- Investnet Uses it "We leverage Investnet platform and it's built into the client fee whether we use our advisor managed models or SMA managers. Investnet is ultimately the one doing the actual trading across outside models." Only Shane
- CFP Certification Recommends it "We encourage them to start with the CFP program. Get your CFP, get your designations, do all the things you know you should because that's the quickest way I think you can accelerate your progress." Only Shane