“I Have An MBA And A Wealth Advisor. Why Do I Need You?”

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My answer to that question didn’t go over well with this MBA-Possessor, with a Wealth Manager on the side. Not at all. I’ll explain. On one of my recent Complimentary Calls, the prospective client in question told me she had been talking to “a few Franchise Consultants,” and wanted to know how I was different. […]

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