
Stepping Outside Your Comfort Zone as a Female Financial Advisor with Michelle Kaufman, CFA, CPWA®
February 1, 2022
In this episode, Adri talks to Michelle Kaufman, CFA, CPWA®, Founder of Prioritas Financial Advisors about Michelle’s journey in the financial industry and why she decided to go from working with major companies such as Credit Suisse and Bloomberg to open her independent practice.
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