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Actual Advisor Value
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Content provided by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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