We Think We Have It All Together and as Business-Owners We Don't

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Recorded28 Feb 2020

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Handlerec:19781081

Show notes

In today´s episode of Agency Intelligence, host Jason Cass interviews Erik Garcia, Owner of Garcia Insurance Services, President at Garcia Financial Group, and Investment Advisor at New Century Financial Group, LLC. Erik Garcia discusses the differences between financial advising and financial planning, avoiding the one size fits all approach to financial planning, the concept of ‘fee compression,’ Dave Ramsey’s advice, and planning for your ideal future.

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