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What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
Kitces and Carl - Real Talk for Real Financial Advisors
How to Say Yes to Financial Planning Meetings
Get, get Phil Palavieb's book or you can just get the G2 book. Hannah Moore's externship is essentially like a multi-week virtual course program. Get to see a whole bunch of advisors delivering various parts to their financial planning meetings. If you're plugged into an advisor team and you don't have to meet with them anymore, then I'll be responsible for it.
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