Mentoring those seeking their own AFSL is a priority for boutique planners’ group
There is strength in diversity, but leading a self-described “bunch of rugged individualists” has its challenges, too. Dacian Moses, recently elected president of the Boutique Financial Planning Principals Group (BFPPG), should know this: as a director of financial planning firm Waterfall Way, Moses is one of the very individualists the BFPPG represents. But despite the
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