B2B, Financial Counseling and Planning - Financial Advisor Source

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

I said, yes, I plan to. It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. And they said, you should take some time. You know, you’ve been in school for a long time.

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Transcript: Ramit Sethi

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