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Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Financial Advisor Success

CHAPTER

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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