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20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting

TRAP: The Real Adviser Podcast

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The Limits of a Vertically Integrated Firm

The question is a restricted model. That's nothing wrong with the two companies, people are still planning at the forefront of it. So that to me, there's the restricted versus independent. We have a few, it doesn't really matter, honestly. As we all know, there are bad independence or a great restricted.

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