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03:00 – The history of Bull Oak Financial.
10:30 – Leveraging tech for business success.
16:28 – Growing pains from launching your own RIA.
20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.
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Watch on YouTube
03:00 – The history of Bull Oak Financial.
10:30 – Leveraging tech for business success.
16:28 – Growing pains from launching your own RIA.
20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.