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Building your financial team, working with more than one planner, and how to vet professionals
Автор: MY Wealth Planners
Загружено: 2025-09-08
Просмотров: 33
Описание:
Dr. Dan & Daniel discuss building your financial team, the issues in trying to work with more than one planner (or other professional in the same role), and how to vet potential professionals to help you with your financial, legal, and other needs.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planne...
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