Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
Behind The Advisor
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The Journey of a Financial Planner: From CPA to a Unique Coaching-Focused Model
The chapter introduces Maggie, a guest with a unique coaching-focused model in her financial planning firm. The conversation explores Maggie's career change from being a CPA to becoming a financial planner.
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