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Philip owns and operates several businesses - financial planning, coaching and BPO - his 20 years of experience with financial planning firms provides some interesting insights into the industry, its recent challenges and the best strategies for success going forward.
By Craig WestPhilip owns and operates several businesses - financial planning, coaching and BPO - his 20 years of experience with financial planning firms provides some interesting insights into the industry, its recent challenges and the best strategies for success going forward.