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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 the College Planning Landscape

In this chapter, the speaker shares their evolution into college planning as a specialization, sparked by a client inquiry and a realization of the gap in interest among peers. Through blogging, they establish authority in the field, recounting the challenges and successes faced during a pivotal rebranding and platform transition.

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