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Ep 15: Finding the Right Financial Advisor
Manage episode 297612487 series 2824641
What we discuss on this episode:
0:42 - Why we are talking about this today.
1:41 - Chemistry
2:03 - Will you care enough to tell me the truth?
3:01 - Client story
5:54 - Character
10:12 - Ask them how they get paid
12:32 - Designations and experience
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
56 episódios
Manage episode 297612487 series 2824641
What we discuss on this episode:
0:42 - Why we are talking about this today.
1:41 - Chemistry
2:03 - Will you care enough to tell me the truth?
3:01 - Client story
5:54 - Character
10:12 - Ask them how they get paid
12:32 - Designations and experience
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
56 episódios
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