May 12

To Move Beyond Financial Planning 2.0 Updated 5.22.19


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To Move Beyond Financial Planning 2.0 Updated 5.22.19

Don St. Clair

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About the Author

Jake is trained as a Certified Digital Marketing Professional. He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing. He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.

Jake Wagner, CDMP

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