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Listen "Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle"
Episode Synopsis
Emily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a better financial world for their clients. In this episode, Doug and Emily talk about the business of working with both advisors and individual clients to … Continue reading Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle →
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