Transcript: Joanne Bradford
The Big Picture
MAY 7, 2024
And so they have done that and they’re a B2B company right now. And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. Moms would ping her every day about financial advice.
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