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Engaging People Pod


Jun 26, 2019

On today's podcast I run through some of the value I hope to provide the families I work with.

In financial planning, it often feels that a lot of the value we provide is intangible. It's the phone calls when someone is under some stress, it's the big picture plans when people are getting caught in the small stuff and it's the trust where the the real value lies.

So on today's pod I try to uncover some of the hidden intangibles from our business. 

Next week we'll be back on the interview trail!