You're a Financial Planner, Now What?

Automation and Online Branding


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Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI, is the founder of Modern Money Advisor. In this episode, Angela discusses her firm’s unique online service model and how they use automation to streamline everything. She also shares how self-acceptance has helped her thrive in every aspect of her business.
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You're a Financial Planner, Now What?By Financial Planning Association

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