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The most common and biggest mistake I see financial advisors make in their due diligence is getting lured to the wrong firm by the up-front money.
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Contact & connect with me:
Text or call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
5
99 ratings
The most common and biggest mistake I see financial advisors make in their due diligence is getting lured to the wrong firm by the up-front money.
--
Contact & connect with me:
Text or call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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