Storytime: Making Rare Recommendations

Retirement Pathfinder with Barbara Lane & Phil Guske
20/06/2019 13 min Episodio 23
Storytime: Making Rare Recommendations

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Episode Synopsis

On today's show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We'll learn a lot from these stories on today's episode.

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