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Indhold leveret af Financial Planning Association of New England and FPA NE. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Planning Association of New England and FPA NE eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

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Manage episode 394285018 series 2878077
Indhold leveret af Financial Planning Association of New England and FPA NE. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Planning Association of New England and FPA NE eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession.

Stay tuned to hear our conversation.

https://www.linkedin.com/in/claudiacypherkane/

https://www.raymondjames.com/claudiacypherkane

https://www.financialplanningassociation.org/about/board/claudia-cypher-kane

#FinancialFrontiers

#ClaudiaKaneJourney

#FPA2024

#IndependentBrokerDealer

#BeaconWealth

Financial Planning Association (FPA)

Claudia Kane

Beacon Wealth Strategies

Personal Struggles

Financial Advisory Practice

Wirehouse to Independent Broker-Dealer

Leadership in Financial Planning

2024 National President

Career Journey

Financial Industry Insights

  continue reading

150 episoder

Artwork
iconDel
 
Manage episode 394285018 series 2878077
Indhold leveret af Financial Planning Association of New England and FPA NE. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Planning Association of New England and FPA NE eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession.

Stay tuned to hear our conversation.

https://www.linkedin.com/in/claudiacypherkane/

https://www.raymondjames.com/claudiacypherkane

https://www.financialplanningassociation.org/about/board/claudia-cypher-kane

#FinancialFrontiers

#ClaudiaKaneJourney

#FPA2024

#IndependentBrokerDealer

#BeaconWealth

Financial Planning Association (FPA)

Claudia Kane

Beacon Wealth Strategies

Personal Struggles

Financial Advisory Practice

Wirehouse to Independent Broker-Dealer

Leadership in Financial Planning

2024 National President

Career Journey

Financial Industry Insights

  continue reading

150 episoder

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