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On this episode, Brad and Carrie tell a story of a man who came in for a visit with just one question about his retirement. He left the meeting with lots more questions answered that he had anticipated. Hear about his reaction. Thus showing how important a financial advisor is.
By Brad BertrandOn this episode, Brad and Carrie tell a story of a man who came in for a visit with just one question about his retirement. He left the meeting with lots more questions answered that he had anticipated. Hear about his reaction. Thus showing how important a financial advisor is.