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Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.
Learn more about your ad choices. Visit megaphone.fm/adchoices
By Barron's Advisor4.2
109109 ratings
Based in Bartlesville, Oklahoma, the financial advisor discusses how she built an advisory practice with her mother and shares wealth planning strategies and tips to humanize client conversations.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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