Julia Spirit Wealth Management Firm

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1 mentions 1 recordings first heard Feb 2025 last heard Feb 2025 ±0 this month

Wealth‑management firm discussed in the closing remarks of the episode

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Becker Private Equity & Business Podcast3 Companies Cutting Jobs 2-5-25 · 1:51 · Feb 2025
…And finally, third, watching what's going on with Julia Spirit Wealth Management Firm. Always wondering if that's a sign of margins getting tougher in the wealth management business. We'll see. Thank you for listening to the Becker Private Equity and Business Podcast. Please feel free to send us topics or ideas at any time. Thank you so much for joining us.…
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