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#35 – Why it Can be Easy to be the New Financial Planner

Coming into someone’s life as their new financial planner can of course be a challenge, but it also can be one of the most rewarding times in your career.

In this episode, Tyrone and Rupa talk about what it is like to be the Financial Planner that a client transitions to after being with another for a long period of time. It can be both the biggest challenge and the biggest success.

Let us know your thoughts! #GradJobTips

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