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Title
Ashley Ott, CFP®, AIF, on Learning to Grow.
Abstract
The article presents an interview with Ashley Ott, Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Managing Partner and Wealth Adviser at Vantage Point Financial, LLC. Topics discussed include her career transition from psychology to financial planning, the evolving focus on client relationships over technical aspects, and the pivotal role of mentorship in shaping her success.