From Welfare to Wealth Management: How One Advisor Used Systems to Build a Successful Career
Mar 24, 2015
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By Ellen Rogin, CPA, CFP
When Mary Sterk was a struggling single mother, she thought a job that made $7.25 per hour was “the epitome of what a paycheck could be.” Now she manages millions in her wealth advisory practice and she says her systems are the key to her success.