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3 things you HAVE to say to your clients!
A lot of information goes into prep for our clients but are you saying these 3 things to your clients?
In this episode, Caleb and I share some good topics to discuss with clients to help solve their financial goals.
View all episodes
By Chad C. Owen
4.7
4444 ratings
A lot of information goes into prep for our clients but are you saying these 3 things to your clients?
In this episode, Caleb and I share some good topics to discuss with clients to help solve their financial goals.
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