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The Trusted Leader Show

The Trusted Leader Show

Education:Self-Improvement

Ep. 40: Jay Levy on The Holistic Approach To Financial Planning

Ep. 40: Jay Levy on The Holistic Approach To Financial Planning

2021-07-27
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In this episode, David sits down with Jay Levy, Author and Senior Vice President, CFP®, CRPC® at Measured Wealth Private Client Group, LLC, to discuss the holistic approach to financial planning.

Show Notes: http://trustedleadershow.com/

Buy David's NEW Book: https://www.trustedleaderbook.com/

view more

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