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Tag Archives: Niche

Episode 6: Marnie Hards CFP® on Finding Her Niche

"...For Advisors"By Peter McGrattyOctober 15, 2019

“I think that people tend to look for an advisor that they feel comfortable with and they can relate to. So, I did start with quite a few fairly young families. I had my first daughter in 2002 and my second in 2005. So I was in this place where, we were a young, married,…

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