#096: I am a Financial Planner - What do I do for clients?
- Author
- Anna Sergunina
- Published
- Mon 17 May 2021
- Episode Link
- https://annasergunina.com/captivate-podcast/096-i-am-a-financial-planner-what-do-i-do-for-clients
POINTS COVERED:
- How financial planners help clients
- What is the financial planning process
- Is it for everyone?
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