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Finding your niche within Paraplanning

Financial Planner Life Podcast

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Navigating a Creative Transition to Finance

Exploring the speaker's journey from a creative background in photography to a career in finance, detailing experiences at firms like Edward Jones and the shift towards a comprehensive paraplanning business. Insights into balancing creativity with financial services and the evolution of part-time roles to full-time positions are discussed, along with the importance of flexible resources in business development.

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