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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

The Career Journey of a Financial Planner

"I could be an attorney today or or working for a law firm just as easily. Why? No idea," he says. "Back in the day, I was I knew that I could do office jobs and I needed a job." He had worked summers in a mortgage company with his dad's business.

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