Financial Analyst Warrior Podcast

Episode #6 – Guest: Yusudan Ren talks about Financial Planing, Savings, Investment and much more…

Welcome to another episode of Financial Analyst Warrior Podcast!

This week we are super excited to talk to our very good friend and professional financial planner Yusudan Ren.

We cover a lot of important material on this podcast that we know you will find relevant:

– How did Ren got started in the Financial Planning?

– What is the typical success rate for young financial planners in the industry?

– What does it take to succeed in financial planning industry? Is it for everyone?

– Is it required to have a CFA charter? Would an MBA lead to a better performance?

– How to get new clients? Ren shared his actual speech when cold calling new clients!

– Why having a financial plan is curtail in order to meet your personal goals in life?

– The importance of a sound retirement planning and the benefits of starting saving sooner than later?

– Much more….

As mentioned in this podcast, you can contact Ren at yusudan.ren@investorsgroup.com.

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Miguel & Mykola