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Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

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How Does the Estate Planning Practice Weave in in Practice?

I spend 95% of my practice doing financial planning and then a very small percent of the time I will do some estate planning in the sense of I'll sit down with the clients and help create and plan. So we will usually bring John in. He has a very unique background in that he was dealing with a lot of celebrity clients in his previous career with very large estates.

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