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Rick B. Stanzione, RFC, CSA
in Top of the Table Annual Meeting
Nov 5, 2017
Holistic planning through a unique business model
Stanzione describes the process that has allowed his practice to deliver diversified offerings to clients and establish stability for the company. This includes a roster of lists that organize clients and direct the service they receive.
Financial planning
Author(s):
Rick B. Stanzione, RFC, CSA