The Healthy Advisor When Pressure Setbacks and Life Transitions Collide With Terri Kallsen

Throughout her career, Terri Kallsen has balanced executive leadership, motherhood and earning her CFP® certification during major life transitions, while also mentoring women and young professionals. In this episode of The Healthy Advisor, Kallsen — now Chair of the CFP Board — shares how endurance, integrity and fiduciary commitment have shaped her leadership journey and approach to wealth management.

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