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Brian's background, firm and who he works with
His approach to financial planning
How he would approach things as a NextGen Planner
His mistakes and good calls
The Training he is launching
Advice on other training and resources
 By NextGen Planners
By NextGen Planners3.5
44 ratings
Brian's background, firm and who he works with
His approach to financial planning
How he would approach things as a NextGen Planner
His mistakes and good calls
The Training he is launching
Advice on other training and resources

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