#85 From Seminars to Referrals: Building A Steady Stream of New Clients w/ Jim Allen
https://youtu.be/-wIk3ZC6Rns Jim Allen, CFP®, ChFC, EA, CDFA (@JAllenCFP) has been providing financial planning advice for over thirty-five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties. He is a Certified Financial Planner (CFP®) and has earned a master’s degree […]
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