EPISODE · Jan 9, 2024 · 45 MIN
#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
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
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#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership
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