EPISODE · Feb 2, 2021 · 41 MIN
Surge Meetings with Sam Sloma
from The Plannex Podcast · host Plannex
In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner. Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. Enjoy!
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Surge Meetings with Sam Sloma
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