Taking the Leap to the Next Level

In 2017, Jude Boudreaux merged his own firm, Upperline Financial Planning, with The Planning Center to give life to The Planning Center that we know and LOVE today! In this in-depth podcast, Advisor Success Academy interviews Jude about his journey as a financial advisor, the history of The Planning Center, and more! https://advisorsuccesscoach.com/taking-the-leap-to-the-next-level/

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