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In today’s episode Greg and Colin discuss different account types. Explaining the difference between traditional transactional accounts, fee based accounts, and discretionary accounts. There are differences and you need to understand what they are. Enjoy the show!
By Canvas Wealth5
55 ratings
In today’s episode Greg and Colin discuss different account types. Explaining the difference between traditional transactional accounts, fee based accounts, and discretionary accounts. There are differences and you need to understand what they are. Enjoy the show!