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Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save with Ann Garcia

Financial Advisor Success

CHAPTER

Navigating Audience Growth and Professional Transition

This chapter explores the journey of building an audience through a blog focused on college planning and financial advice, emphasizing organic outreach and meaningful connections. The speakers reflect on their transition from a larger firm to a smaller practice, highlighting the importance of personal fulfillment and ethical considerations in financial advising. Through their experiences, they discuss the logistics of client transitions, the value of networking, and the satisfaction that comes from engaging in work aligned with their professional goals.

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