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Surge Meetings with Sam Sloma
Manage episode 297236035 series 2950105
In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.
Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings.
Enjoy!
241 つのエピソード
Manage episode 297236035 series 2950105
In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.
Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings.
Enjoy!
241 つのエピソード
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