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Special announcement from Sara. Guess what it is?
Podcast: Play in new window | Download
Special announcement from Sara. Guess what it is?

In this blog/podcast I interview Josh Scandlen, a financial planner and successful

In this podcast you are going to hear the story of financial

Financial advisor lead generation services stink. Please read to learn about the

How much should you give away in a first meeting? The least

DIY, or Do It Yourself, clients are a spectrum but no matter