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If you've been around the financial services industry, you've likely noticed that most of us have a bunch of letters behind our names (especially "CFP®").
But...
1. what's a real financial planner?
2. what do they do?
3. do I need one?
Tune in to find out!
----
I'd love to meet you, hear your story, and learn from your experiences too. So reach out!
Visit my website to connect with me.
If you've been around the financial services industry, you've likely noticed that most of us have a bunch of letters behind our names (especially "CFP®").
But...
1. what's a real financial planner?
2. what do they do?
3. do I need one?
Tune in to find out!
----
I'd love to meet you, hear your story, and learn from your experiences too. So reach out!
Visit my website to connect with me.