Ep. 36: Blue Ocean Strategy and Beyond Your Hammock

NextGen in 10 - En podcast af nextgenin10

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Alanah welcomes Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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