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Author name: Chris

#13 Can An Investment Advisor Subscription Model Work? w/ Shawn Tydlaska Founder & CEO of Ballast Point Financial Planning

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#13 Can An Investment Advisor Subscription Model Work? w/ Shawn Tydlaska Founder & CEO of Ballast Point Financial Planning Read More »

#12 Enthusiasm, Expertise And Family Values As A Recipe For Successful Business w/ Melanie Milam, Integrated Wealth Advisor at Gateway Financial Partners

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#12 Enthusiasm, Expertise And Family Values As A Recipe For Successful Business w/ Melanie Milam, Integrated Wealth Advisor at Gateway Financial Partners Read More »

#11 The Future of Financial Planning w/ Kathy Longo, President & Founder of Flourish Wealth Management

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#11 The Future of Financial Planning w/ Kathy Longo, President & Founder of Flourish Wealth Management Read More »

#10 Finding the Financial Goals of Gen X and Gen Ys w/ Cristina Briboneria Managing Director of oXYGen Financial Inc

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#10 Finding the Financial Goals of Gen X and Gen Ys w/ Cristina Briboneria Managing Director of oXYGen Financial Inc Read More »

#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland – Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success

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#9 Conversations You Need To Have With Your Clients w/ Brett Gilliland – Founder | CEO at Visionary Wealth Advisors & Host of The Circuit of Success Read More »

#8 The Art of Minimizing Taxes For Your Clients w/ Gabriel Shahin Founder and Principal at Falcon Wealth Planning, Inc.

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#8 The Art of Minimizing Taxes For Your Clients w/ Gabriel Shahin Founder and Principal at Falcon Wealth Planning, Inc. Read More »

#7 Using Your Business Today to Afford to Retire Tomorrow w/ Josh Patrick, Financial Advisor and Founding Principal at Stage 2 Planning Partners

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#7 Using Your Business Today to Afford to Retire Tomorrow w/ Josh Patrick, Financial Advisor and Founding Principal at Stage 2 Planning Partners Read More »

#6 Never Settle for Marginally Satisfying Clients w/ John Kennedy, Partner and Certified Financial Planner at CandorPath Financial

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#6 Never Settle for Marginally Satisfying Clients w/ John Kennedy, Partner and Certified Financial Planner at CandorPath Financial Read More »

#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten – President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH

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#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten – President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH Read More »

#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host

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#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host Read More »

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