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Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary

Financial Advisor Success

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Is This Like 400 Clients Coming Through?

The bulk of the people are tech workers because we're in Seattle. Our clients are anywhere from age 30 to, I mean, honestly, age 65. And so they're making decisions that are a little bit different than kind of the more retirement focus things. They're trying to figure out how to pay for daycare in Seattle.

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