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Mentored to specialize

Adam McCann, CFP, DFP

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Adam McCann, of Australia, talks about the effect of his mentor, how he found his specialization and the journey advisors are on to find their unique ability and ideal client type.

For more, read the presentation “Balcony people” by Patrick E. Moore, CLU, ChFC, mentioned in McCann’s presentation.

Click here for more from the 2019 Annual Meeting.
 

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