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The Elite Financial Advisor Podcast With Sten Morgan

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The Importance of Being Optimistic About Financial Planning

Miles: "I truly believe that after the event and after months of being able to engage with people in some pretty impactful ways, that the way we go to market now is the best way to do financial planning" He says he's seen a huge increase in his clients' AUM. miles: I'm optimistic about this because autism is great but also sometimes optimism runs into reality.

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