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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

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How I Got My First Job in a Financial Planning Firm

At the start of her career, she worked as an administrative assistant at a financial planning firm. She says it was there that she learned how to talk to clients and take care of things he didn't want to do. "I drew the line at cleaning the bathroom because that was one of the things requested, but I got to listen"

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