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Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients

Behind The Advisor

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The Evolution of Niching Down and Starting a Financial Planning Business

In this chapter, the hosts discuss their experience starting their financial planning business, including their early focus on working with millennials. They also highlight the importance of niching down and mention a comprehensive guide from XYPN for starting your own firm.

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