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Why Everyone Needs a Discussion Partner with Angela Johnson
Manage episode 407147865 series 3558245
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“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how she uses Elements throughout her onboarding and planning process.
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