You're A Financial Planner; Now What?
Forming Partnerships, Starting Your Own Business, and Planning Mindfully
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:49:34
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Sinopse
Anne McCabe Triana, CFP®, CRPC®, has been in the financial services industry for over ten years. Her experience as a financial planner in a larger firm, as well as with starting her own financial planning firm,