Putting Some Youth in My Client Base: Why I Dived Into College Planning

AdvisorRadio: Actionable Insights for Thriving Advisors
30/09/2019 30 min
Putting Some Youth in My Client Base: Why I Dived Into College Planning

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Episode Synopsis

What's Working Now: This advisor tells us how he got tired of doing the same retirement planning speech as everyone else and decided to focus on college planning to grow his business.

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