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Identifying Your Specialty as a Financial Services Professional

How specialization in your profession can yield business benefits.

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Author

Alanah Phillips

MBA

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Practice Management Podcasts

November 21, 2023

Alanah continues her conversation with Chia-Li Chien, PHD, CFP®, PMP®, CPBC, an associate provost and associate professor of succession planning at The American College of Financial Services, on how financial professionals can find a business niche they excel in and other opportunities when breaking into the field.

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