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Orann Coyle – financial planning client acquisition via Instagram!

Financial Planner Life Podcast

CHAPTER

Transition from Accountancy to Financial Planning

Follow the speaker's journey from an accountancy background to financial planning, highlighting the benefits of accountancy knowledge in advising clients effectively and comparing the career pathways in accountancy and financial planning. Learn about the importance of integrating financial planning qualifications with traditional degrees and the role of networking and perseverance in the speaker's progression to becoming a successful financial planner.

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