Summary: Adding a designation can help advisers develop additional expertise and show the world that knowledge, and client circumstances often dictate new certifications.
 “Designations show professionalism and dedication to lifetime learning,” says Kasten, who has an AIFA as well as an M.D. “Designations combined with culture allow our firm to place clients first, allow clients to feel safe and improve their outcomes.”Gregory Kasten, founder and chief executive, Unified Trust |
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