Carmen is a Certified Financial Planner and the Founder of Synergia Learning. Carmen has a deep passion for the financial planning profession, and she and Louis talk about her transition to an online practice, the changes in the advice landscape, and how she creates nonrestrictive plans for clients.
Carmen Venter LinkedIn
Synergia Learning Website
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You can get a transcript of this podcast here
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#100 Andy Hart
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#99 Juan Mirfin
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#98 Dylan Verreynne
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