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

Financial Advisor Success

CHAPTER

Introduction

The Financial Advisor Success Podcast goes behind the scenes with financial planner Michael Kitzis. This week's guest is Melanie Mylam, an advisor at Gateway Financial Partners in Texas. We talk about how Melanie managed to begin her firm while homeschooling six children. And be certain to listen to the end where Melanie shares her can have it all and just maybe not at the same time mindset.

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