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Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos

Financial Advisor Success

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Navigating the Marketing Mountain

This chapter recounts the speaker's transformative journey into marketing while establishing their advisory business, shifting from skepticism to appreciation for its strategic value. It highlights the emotional struggles faced by solo financial advisors, emphasizing the importance of community, mentorship, and a growth mindset in overcoming these challenges. Ultimately, the speaker reflects on personal growth and the potential of setbacks to foster new opportunities in a financial planning career.

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