SMART MONEY. SIMPLIFIED.

SMART MONEY. SIMPLIFIED.


Everybody Needs Somebody In Financial Planning (Ep. 2)

November 01, 2022

What happens when you first call your current or a potential new financial advisor? In this episode, Brent Mekosh walks you through his business model at MP Advisors, LLC, starting from when you (and the team) pick up the phone for the first time. He discusses who you talk to when first calling, what happens …

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