In this episode of That NextGen Planners Podcast, we meet one of our brand-new hosts, Clara Metcalfe, from Ovation.
We chat about her story, how she is a huge advocate for financial coaching, and what she's looking to get out of being a host.
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Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.
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20 сен 2024