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Speaking with Steph

Jun 16, 2022

Edward Alferoff

This week Stephanie Rodin chats with her guest, Edward Alferoff. The two chat about the passion and purpose that Edward finds in financial planning, finding solutions and providing wellness and protection for the clients of Vital Planning Group.

In this episode, we discuss:

  • How Edward transitioned into...


Non-Disclosure Agreements - Who Should Sign Them?

Jun 2, 2022

Stephanie Rodin

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I’ll be speaking to you about the importance of non-disclosure agreements in protecting your practice.

In this episode, we discuss:

  • What is an NDA?
  • What information does it protect? 
  • How does it protect the...