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Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera

Financial Advisor Success

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Streamlining, Simplifying and Automating - That's What We Do

When you're in your thirties and forties, income lifts up a lot. You don't necessarily have to help people get out of debt by blasting out all their spending. It can be as simple as like, hey, I got an awesome idea when you get your big raise this year, let's not spend that.

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