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EPISODE · Feb 12, 2019 · 19 MIN

Real Client Case Study: Feb 2019

from The Financial Advocate

This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.

Episode metadata supplied by the publisher feed · Published Feb 12, 2019

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Real Client Case Study: Feb 2019

0:00 19:05

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This episode was published on February 12, 2019.

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