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Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman 

Financial Advisor Success

CHAPTER

What's the Fin Life Process?

Dr. Tretarlick is a physician who specializes in financial planning. He says he uses the fin life process to help his clients plan for their future. The first step involves ranking priorities and deciding what different things mean to them, such as losing a loved one or not having enough money. From there it's about creating an actual financial plan that can cover any range of expenses.

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