You're A Financial Planner; Now What?
Virtually Serving Planners
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:38:37
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Sinopse
Charesse Hagan believes it’s time to challenge the narrative that the only career path within financial planning is working toward being a lead advisor. Through her experience as a paraplanner and operations consultant,