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Stephen Carrigg, CFP®

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The Power of a Gift

The Power of a Gift

posted on December 18, 2020

A few weeks ago, I had the opportunity to join a fellow advisor, Justin Castelli, CFP®, on his “Talkin’ Shop” podcast to discuss how we are working with clients during this turbulent time.

Take a listen and I would love to hear your thoughts on working with clients and prospects while being fully remote.

Filed Under: General

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Investment advice offered through Integrated Financial Partners, a registered investment advisor Copyright © 2023 · Stephen Carrigg