Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry. Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her ...
Mar18
