You're a Financial Planner, Now What?

Helping Large and Small Clients at Scale


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JD Bruce, CPA, PFS™, is Chief of Innovation at Abacus Wealth Partners. He spoke with Hannah Moore, CFP®, about the unique business model that allows Abacus to serve large and small clients at scale and how their rigorous training program produces advisors who can handle the complex interpersonal challenges of talking to people about their money.
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You're a Financial Planner, Now What?By Financial Planning Association

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