
Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
How to Be a Successful Licensed Administrative Assistant
Joel's older brother, who graduated from SMU Law School, wanted to do a state planning. He goes and works for someone for a while before he comes to his mother with the idea of starting his own firm. "I'm not advertising. I'm only taking referrals," she says about her business model.
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