EPISODE · Apr 28, 2020 · 51 MIN
Russell Kroeger on working with young professionals and policy based financial planning
from The Plannex Podcast · host Plannex
Russell's background in Financial Planning What he does and who he works with His thoughts on serving younger clients Why he co authored a research paper for the Journal of Financial Planning What is policy based financial planning?
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Russell Kroeger on working with young professionals and policy based financial planning
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