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DIY Investors Can Become Your Clients. Here’s How.

By Kevin Keller September 08, 2021 Barron's Advisor

Many young retail traders may not seem like candidates for professional advice, but many are tapping into financial advice online, often on social media channels. CFP Board CEO Kevin R. Keller explains how CFP® professionals must go further to encourage our industry’s digital transformation reach to the next generation of investors.

Read more at Barron’s Advisor

Barron's Advisor
Kevin Keller
September 8, 2021