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Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

The Importance of Oversight for Self-Directed Investors

Many of our clients are self-directed investors and I think that that's a great thing because they really do need sort of a second pair of eyes to look at that portfolio. Jason Heath is the owner of the company and he is a very well-known writer for many of the major publications in Canada and so that brings a lot of people through our door for sure okay.

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