Pam Horack Your Financial Mom

Areas of Expertise

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  PH

   
  $2.50/min per minute Request a Call

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  Choosing to Be a CFP®

  Pam Horack • Charlotte, NC

  Created 6 years ago in Business / Getting Started

  Have questions about becoming a Certified Financial PlannerTM? Working through the education classes? Have questions about the exam? I'll be glad to answer the questions you have.
  Pam Horack Charlotte, NC

  New Arrival
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  PH

   
  $2.50/min per minute Request a Call

  New Arrival
  Workplace Processes

  Pam Horack • Charlotte, NC

  Created 6 years ago in Skills & Management / Productivity

  Even individual financial planners need to have a set of repeatable processes and checklists to streamline their daily work, free up time, and set client expectations. I'll be glad to answer your questions about creating and implementing financial planning and sales processes for your business.
  Pam Horack Charlotte, NC

  New Arrival
• 
  PH

   
  $2.50/min per minute Request a Call

  New Arrival
  Financial Planning Business

  Pam Horack • Charlotte, NC

  Created 6 years ago

  Whether you are a student, career changer, or already a planner, you probably have questions on how to start up your new RIA firm. I've been through the process from scratch and will be able to answer you questions and share my experiences to help you get started.
  Pam Horack Charlotte, NC

  New Arrival