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EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
Manage episode 357339959 series 3400544
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It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technology …
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