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Behind The Advisor

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

08 May 2019

Description

How did a teacher with a wanderlust inclination and a therapist interested in business and helping people come together to create Trail Financial Planning? In this episode, we dig into how John Chesbrough and Liz Weinstein crafted their unique career paths into a fantastic partnership that is growing quickly. You will hear about the challenges they have faced, who they serve, and the beneficial relationship between therapy and financial advising. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/203

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