Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
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How My Business Adapted From Early Days to Today
CNN's John Defterios has been in the banking industry for more than 30 years. He started out doing annuity business, but now he does fee-based tax returns. His son Joel is his CPA and helped him get into college after coming from a horrible background. The two are working together to help other families through Obamacare.
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