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E226: How to Share and Transmit Documents When Working With Financial Professionals
Manage episode 424453379 series 3268913
Content provided by Elevation Financial LLC and Michael Reynolds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elevation Financial LLC and Michael Reynolds 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://ppacc.player.fm/legal.
Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.
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