Andy & Ermos LIVE

Episode 19: Special Roundtable Session


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Guests: Brooks Lindblad and George Biggar

Hosts: Andy and Ermos

Most advisors don’t pivot because a single tactic changes everything. They pivot because their mindset, systems, and community change how they work. That was the heartbeat of a recent conversation with two long-time Planswell partners, Brooks Lindblad and George Biggar, hosted by Andy and Ermos.

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Andy & Ermos LIVEBy Planswell