December 11, 2019

Embracing a Psychographic Niche and Keeping Your Planning Firm Personal

Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager

Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independe …

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