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410. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder

Earn & Invest

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The Future of Financial Advice

Sandy, Kimmy and Jordan: What is up next with the Money Tales podcast and with your firm? They want to continue demonstrating this way of having money conversations and make it less uncomfortable. We are committed to remain permanently independent as an organization for, we think, that alignment with clients. That's really important for us.

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