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How I Deliver Holistic Financial Services to Credit Union Members
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:37:16
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Sinopsis
What’s Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it’s still a winning formula.
