Showing results by author "Taylor Demars CFP® MBA" in All Categories
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Actual Advisor Value
- Written by: Taylor Demars CFP® MBA
- Original Recording
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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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