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VIDEOS
FPA E7 | Guest: Saundra Davis – Sage Financial
Saundra Davis shares her expertise about how to "listen so your clients will talk" – great stuff!
Jul 05, 2024
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Jul 05, 2024
Videos
FPA E6 | Guest: Michael Kitces – Kitces
Jul 05, 2024
Videos
FPA E5 | Guest: Kelli Cruz – Cruz Consulting
Jul 05, 2024
Videos
FPA E4 | Guest: Dr. Carolyn McClannahan – Life Planning Partners
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