A day in the life of a Gen Y financial planner
For Mary Beth Storjohann, one of the best parts about being a young, independent RIA is being able to make her own schedules, which allows her to be flexible in meeting with clients and in living a balanced life. Check out how she does it.
Mondays can sometimes be the most productive day of the week for me. After having the weekend and allowing myself at least a few hours of “me” time, I typically come back refreshed and ready to tackle the projects ahead. Read on for an overview of a typical Monday in running Workable Wealth.
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