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Travis Parry
May 25, 20231 min read
Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
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Travis Parry
Apr 7, 20222 min read
Ep 30: Contingency Planning and Change with Ross Marino
When life happens, it can be really hard to make decisions, but those decisions move the needle. Today, Ross Marino, the financial advisor,
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