PlanStrongerTV™ 402 Clip: The Process of Working With a Financial Planner |
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In this clip from Episode 402 of PlanStrongerTV™, David Holland, CFP®, and Carolyn Nolan, CFP®, talk about the process of working with a financial adviser and what to expect when entering into a new client/adviser relationship.
#DavidHolland #PlanStrongerTV #PlanStronger #CarolynNolan |