Facts vs Feelings with Ryan Detrick & Sonu Varghese cover image

The Mega-Pod From Excell, Part 2 (Ep. 103)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

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Navigating Social Media Security and Financial Education

This chapter delves into the risks of social media security through a personal phishing experience, highlighting the emotional journey of financial planning. It emphasizes the necessity for effective communication between advisors and clients while advocating for a thoughtful evaluation of financial assets and personal investments.

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