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Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A Meeting: http://PathfinderChat.com

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Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A Meeting: http://PathfinderChat.com