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From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey

Financial Planner Life Podcast

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Navigating the Transition to Financial Advising

This chapter explores the speaker's challenging journey from a power planner role to financial advising, emphasizing resilience in the face of job rejections and the importance of learning from failures. Through personal anecdotes and reflections, the discussion highlights how networking, experience, and a strong work ethic contribute to success in the financial planning industry.

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