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Goals Based Advice Podcast

Dec 10, 2019

79% of people surveyed do not value their financial review meeting.

In this meeting, we chat with world-renowned speaker George Amidon. George shares his research on client engagement and identifies how we can add more value to catch and keep more clients. 

You can hear our conversation with George (see links below) and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

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