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Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Financial Advisor Success

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The Learning Curve

"It was a tough mental challenge for me. i'm big on mental toughness and all sorts of things my olympic days," he says. "We almost pulled the eject button twice and just said, you know what, we tried it." 'I really had to fall back on that longer term mind set and trust myself' He is now working in management consulting with his family.

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