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Launching a Financial Planning Practice & Celebrating a Firmaversary

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Manage episode 446818924 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning.
TW: Mental health.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 446818924 series 3577077
Content provided by MY Wealth Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MY Wealth Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning.
TW: Mental health.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults

  continue reading

45 episodes

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