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EPISODE · Mar 4, 2021 · 17 MIN

The Pathfinder Process

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

What this episode covers

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/

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The Pathfinder Process

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Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 17 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on March 4, 2021.

What is this episode about?

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They'll discuss the three stages of their process, the various topics...

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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