Zebra Smash - Real Financial Planners | Real Conversations
Episode 42 - Financial Planning Unplugged (from Investments) with Holly Donaldson
January 21, 2018
Holly Donaldson, (formerly Holly Thomas), chose not to manage investments when she founded her practice over a decade ago. How did it work out? How do she serve clients who want investment help?
Real Financial Planners | Real Conversations
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