Processes – FPA DFW Seminar

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We’re back with the recording of the in-person FPA DFW You’re a Financial Planner, Now What series session on Processes. In this session, Lynn McIntire from Cadent Capital joins Hannah Moore to discuss processes and share what works with clients in their practices.

Thanks to everyone that came out and many thanks to the kind folks at  The Milestone Group and Bank of Texas Private Bank  for hosting us!

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“It’s color coded!”

The Path to Discovery by John Bowen, founder and CEO of CEG Worldwide