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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
Manage episode 394285018 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
150 episodes
Share
Manage episode 394285018 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
150 episodes
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Similar to Wicked Pissah Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
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…
continue reading
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…
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…
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…
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Go offline with the Player FM app!
Go offline with the Player FM app!
