5 Lessons and 5 Client Stories from 25 Years in Business

Last week marked 25 years since I got started in the financial planning business, on July 17, 1999. You know what they say about experience, right? It’s something you don’t get until just after you need it. Fortunately, with 25 years under my belt, I have plenty of it and for this week’s show I’ve picked 5 lessons and 5 client stories to share with you; some of them are quite riveting, so hang on and listen in.

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