Remove B2C Remove Financial Advice Remove Strategic Planning
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Transcript: Joanne Bradford

The Big Picture

And I think eventually they’ll be a B2C company. 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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