Behind The Advisor
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
13 Dec 2023
Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/376
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