Episode Details
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The Importance Of Having A Plan
Season 1
Episode 2
Published 2 years, 4 months ago
Description
In todays episode, Joe & Bob go over the importance of having a plan. Plans aren’t written in stone, they evolve and change over time. That said, it is crucial to always have a plan in place.
Joe and Bob role play a scenario of a typical business owner and how we view “investing & Assets” differently than the typical advisor. Listen to the full episode to see how we analyze a new clients situation.
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