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self study Comments page
Users Comments:
Missy Davis
A few comments from listeners:
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.
Users Comments:
Really great tool to connect your clients to their goals and to build trust with you.
- Lisa M.
Always interested in the holistic/spiritual side of planning.
- Ronni B.
A client focused different approach to financial planning.
- John P.