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Human First Discovery Meetings with Stoy Hall and Larry Sprung

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Manage episode 389686857 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA 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.

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 389686857 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA 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.

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.

  continue reading

74 episodes

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