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Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

by Hannah Moore | Oct 27, 2016 | #YAFPNW

Ed Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession.

Firm Operations & All the Moving Pieces

Firm Operations & All the Moving Pieces

by Hannah Moore | Oct 20, 2016 | #YAFPNW, Career Progression

Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track within his firm.

Networking with Lynn McIntire

Networking with Lynn McIntire

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

Today we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking.

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