You're A Financial Planner; Now What?
Financial Life Planning
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:48:24
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Sinopse
Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice - and wants...
