Improving Through Mentorship And Practice With Brady Bassford
The Perfect RIA
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How to Be a Successful Financial Planner
The Perfertiary podcast is a weekly, offbeat look at what's happening in the world of financial planning. This week Jarrett Bellini talks with CFP Stan Morgan about how he and his firm are reshaping their approach to meeting clients. He also shares some tips for making your meetings more interactive by using whiteboard instead of PowerPoint.
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Transcript
