Your Life Policy: Involving The Rest Of Your Financial Team

from The Perpetual Wealth Strategy Podcast

Today, we're here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.

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This episode is 18 minutes long.

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This episode was published on March 17, 2020.

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