What if I am wrong?

How To Find A Financial Advisor
17/06/2024 25 min Temporada 5 Episodio 5
What if I am wrong?

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Episode Synopsis

Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't. 

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