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Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Financial Advisor Success

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How John's Transition to the Oil and Gas Industry Made a Difference

Melanie says she's more proud of her CPA designation than her oil and gas marketing title. "I love, you know, I'm more proud of that designation than my CPA just because of what that truly means to me," Melanie says. John was a promoter out in the oil business to send people my way, which was a huge help as well"

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