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Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby - Financial Advisor Success | Wave AI Podcast Notes
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Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby
Financial Advisor Success
Tue Oct 29 2024
Using a pool of student loan consulting clients to rapidly expand a financial planning client base.
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