Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam

Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam

Insights for Independence

03/12/2023 8:00AM

Episode Synopsis "Handpicking Clients for a Values-Driven Financial Practice - Ft. Melanie Milam"

On this episode of Insights for Independence, successful Gateway financial advisor Melanie Milam shares her perspective on her faith-based, values-driven practice and how that translates to stronger relationships and overall success.

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