In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to see the people who applied and to witness our own evaluations of their resumes. We received a variety of applications — some people were fresh
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save for retirement, prepare for a change in employment, handle taxes, etc. We solve pretty large-scale “problems” on a daily basis. And, because we’re the experts,
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