You're a Financial Planner, Now What?

Say What You Think


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Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified. In this episode, Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.
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You're a Financial Planner, Now What?By Financial Planning Association

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4.7

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