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Episode 181

Inside the Mind of Younger Clients with Yesenia Realejo

Episode 181

In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida.

Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation.

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