You're a Financial Planner, Now What?

Support Roles, Broker-Dealers, and Other Opportunities to Love Your Career

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Jasen Wallace, CFP® is a financial planner at Weinheimer Wealth Management and the Career Development Director for the FPA chapter in Austin. He sat down with Hannah Moore, CFP®, to talk about how new planners can navigate increasingly complex career decisions.
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You're a Financial Planner, Now What?By Financial Planning Association
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