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Making a Financial Plan That Sticks (with Lawrence Sprung)

The Stacking Benjamins Show

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How to Plan for Success

When people come to us, they think we're an investment firm. And the way I explain it is we are financial planners. We want to have a plan together for you that we can grow and develop and refine over time. So my advice to your listeners: If somebody says they're a holistic planner, number one, ask that person what that means. The answer to your question will come after you start working with them.

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