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Did you know National Mentoring Day is observed in the U.S. on October 27 each year? While the main event is in October, National Mentoring Month in January celebrates mentorship through days like “I Am a Mentor Day”, “Thank Your Mentor Day”, and the National Mentoring Summit. This fall, we want to take a moment to thank…
As financial planners, we know that building strong, lasting relationships with clients goes beyond just numbers—it’s about trust. Establishing that trust can make all the difference in a client’s financial journey and in the success of a financial planning career. Faculty, we’d love to hear from you! 💜 What are some of…
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