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Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen 

Financial Advisor Success

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How Does This Work From a Client Service Perspective?

Rlak: Clients have three person teams, and every time the client comes in, three people are in the meeting. Usually one or two c f ps in the room for a typical planning meeting. Rlak: Once the plan is built out, then it's generally, you know, hey, here's the cadence of our year.

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