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

Earn & Invest

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The Relationship Between the Firm and Clients

Firms like ours grow organically through our clients referring in our next client. They have a friend, a colleague, a family member who are in need of having that next level type of advice and they refer him. We've served multiple generations. And then we have these friends of friends we've actually brought some of these groups together as a thank you as a celebration. I mean, it's this is really an important relationship we have with our clients. It's super special.

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