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SLS Framework Free Group

Public • 487 members

1 contribution to SLS Framework Free Group
Financial Planner
As a long time manager in the financial services field, I'm now an independent Financial Planner building a pretty much scratch practice. I'm looking at how to best build a flow of prospects who I can help through the financial planning process.
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Matt Marino
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1point to level up
@matt-marino-3555
As a Financial Planner I help clients achieve their goals by identifying risks and opportunities through a process and my guidance.

Active 442d ago
Joined Dec 5, 2022
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