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EPISODE · Feb 3, 2023 · 52 MIN

Inside the Mind of Younger Clients with Yesenia Realejo

from The Plannex Podcast · host Plannex

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida. Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation. Join our community: https://bit.ly/3ZWtVMV

What this episode covers

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida. Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation. Join our community: https://bit.ly/3ZWtVMV

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Inside the Mind of Younger Clients with Yesenia Realejo

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 52 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on February 3, 2023.

What is this episode about?

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida. Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial...

Can I download this The Plannex Podcast episode?

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