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A curated podcast feed for behavioural financial advisers.
230: The Client New Year's Letter You Need to Write Now!
HUM Curated Podcasts
38 minutes 11 seconds
1 year ago
230: The Client New Year's Letter You Need to Write Now!
Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners
Episode: 230: The Client New Year's Letter You Need to Write Now!
Pub date: 2024-10-29
Details: https://www.listennotes.com/e/d6b61a2a3eac4ba3b39f46979e72cd12/
The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
HUM Curated Podcasts
A curated podcast feed for behavioural financial advisers.