Three years ago, Shannon Ryan of Manhattan Beach, Calif., left a position training and overseeing advisors with Ameriprise to return to full-time planning herself. The veteran of a successful planning practice years earlier on the East Coast, Ryan realized that her neighbors in California knew her mainly as the mother to two young daughters.

“How do I truly brand myself?” Ryan says she wondered, after buying a $56 million AUM practice from a retiring planner.

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