Advising Perspective: The Bulls & Bears of being a Financial Advisor

Episode 4: Interview with Dave Purdy


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This episode is an interview with advisor Dave Purdy from Forest Lake, MN.  Our conversation covers his journey through the industry and a few great insights on what has helped him double his practice in just a few years.  Enjoy!

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Advising Perspective: The Bulls & Bears of being a Financial AdvisorBy Jeffrey Czajka