Connie Heier's guest appearances

Connie Heier

The W Pulse

Judy Rubin

Valerie Brown

Ellen Rogin

Rita Robbins

Beth Johnson

Jamie Price

Shannon Larsen

Susan Lopez

Ann Bancroft

Katelyn Murray

Shannon Larson

Barbara Moser

Tiana Ronstadt

Patti Brennan

Karin Alvarado

OwlTail

Our series continues with Barbara Moser, CPA, CFP® and Connie Heier, CPA, CFP®, principals of Moser &amp; Heier Financial Solutions in Lisle, IL, sharing how they formed Moser-Heier Financial Service. In addition, they will discuss what being a CFP and CPA means to them, their practice and their clients. Barbara and Connie will also address how they handle growth in their practice, and reveal the best advice they’ve given a client. The podcast concludes with a conversation about mentorship. The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s new podcast network is accessible on iTunes, Google Play, or your favorite podcast app! For more information on this and other podcasts in the series, please visit iTunes.

Our series continues with Barbara Moser, CPA, CFP® and Connie Heier, CPA, CFP®, principals of Moser &amp; Heier Financial Solutions in Lisle, IL, sharing how they formed Moser-Heier Financial Service. In addition, they will discuss what being a CFP and CPA means to them, their practice and their clients. Barbara and Connie will also address how they handle growth in their practice, and reveal the best advice they’ve given a client. The podcast concludes with a conversation about mentorship. The W Pulse series, brought to you by <a href="http://www.advisorgroup.com/" rel="noopener nofollow" target="_blank">Advisor Group</a>, was created by the Firm’s <a href="http://www.advisorgroup.com/women-forward/" rel="noopener nofollow" target="_blank">Women Forward</a> Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s new podcast network is accessible on iTunes, Google Play, or your favorite podcast app! For more information on this and other podcasts in the series, please visit <a href="https://itunes.apple.com/us/podcast/the-w-pulse/id1341946621?mt=2" rel="noopener nofollow" target="_blank">iTunes</a>.

Hugs Not Handshakes | Barbara Moser and Connie Heier