What Influenced This M.D. To Become a CFP, How Health & Wealth Are Linked and Tips for Tough Conversations

Podcast
What Influenced This M.D. To Become a CFP, How Health & Wealth Are Linked and Tips for Tough Conversations
Guest:
Carolyn McClanahan M.D., CFP®
Founder of Life Planning Partners, Inc.
In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why health care costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice.
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