• The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6

  • 2022/10/12
  • 再生時間： 41 分
  • ポッドキャスト

The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6

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  • サマリー

  • In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. 

    Topics We Cover Include:

    • Technology
    • Financial Planning 
    • Client Experience
    • Divorce Planning
    • Succession

    Learn More About Blueprint
    Learn More about Dekker Financial
    Learn More about Silver Oak

    Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.
    続きを読む 一部表示

あらすじ・解説

In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. 

Topics We Cover Include:

  • Technology
  • Financial Planning 
  • Client Experience
  • Divorce Planning
  • Succession

Learn More About Blueprint
Learn More about Dekker Financial
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.
続きを読む 一部表示

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