EPISODE · Apr 13, 2023 · 6 MIN

The Client Experience

from Investors' Insights and Market Updates · host Fi Plan Partners

Join us for this week’s educational episode, where Greg Powell sits down with our newest team member, Makenzie Phillips, to discuss her role as Operations Specialist and what she enjoys the most about working with clients as they pursue a life that is Better, Richer, Fuller.

Episode metadata supplied by the publisher feed · Published Apr 13, 2023

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The Client Experience

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This episode was published on April 13, 2023.

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