EPISODE · Mar 14, 2025 · 16 MIN
Does your portfolio hit 3/10? Market news, and, does your advisor OWN their claims? Do they even make claims?
from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA
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Does your portfolio hit 3/10? Market news, and, does your advisor OWN their claims? Do they even make claims?
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