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#YAFPNW Live: Business Models

#YAFPNW Live: Business Models

by Hannah Moore | Jul 27, 2016 | #YAFPNW

This episode features the June meetup in Dallas where I am once again joined by Casey Kupper, a CFP® and CFA® from Cadent Capital.

Moving the Profession Forward

Moving the Profession Forward

by Hannah Moore | Jul 13, 2016 | #YAFPNW, Keys to Career Success

For this episode, we take you inside the 2016 FPA Retreat to share a great conversation on Moving the Profession Forward through Young Advisors.

History of Financial Planning

History of Financial Planning

by Hannah Moore | Jul 6, 2016 | #YAFPNW, History of Financial Planning

For this episode we have a treat. Dr. Dave Yeske, CFP® was kind enough to send us a recorded speech by one of the founders of our profession – P. Kemp Fain, Jr.

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