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Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members with Michelle Ogden

Financial Advisor Success

CHAPTER

Shifting Mindset: From Working with Businesses to Individuals

The chapter discusses the speaker's shift in mindset from working with businesses to individuals in their financial planning practice. They explain their initial fear of working individually with clients and their decision to focus on managing businesses' 401k plans. After obtaining their CFP certification, they gained more confidence and started working with individuals.

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