No Unfinished Business Podcast
by John Strohmeyer
September 22, 2023 12:02 am
There are a thousand different ways your clients can leave unfinished business, but no single advisor can address every issue. We answer the important questions to help professional advisors focused on individual clients – like attorneys, CPAs, and financial advisors – identify and eliminate those professional blind spots so you can speak competently and confidently to your clients and help them leave No Unfinished Business.
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