Interview with Anna - a bi-coastal financial planner

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Swim with Jim

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My colleague Anna Sergunina moved to Silicon Valley last summer. We'll be finding out why she made the move, what that meant for her clients and what the benefits are now that she's bi-coastal. She's also be giving us some examples of what it means to clients to work with a remote financial planner (that's distance, not attitude).

Tags:
financial planner
financial planning
certified financial planner
remote working
advice only
Broadcast in Finance
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archived

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