About Episode & Marketing Content
Ever notice how there’s just some clients you can’t get to plan for their finances? Most of the time, they understand the importance of it but they put it off because of denial or embarrassment. How can you get them to take action? This episode with Marti DiLiema, who has her doctorate in Gerontology, will tell your clients about the important of a POA and how they can start to get their future financial affairs in order.
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