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Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder

By Michael Kitces · Kitces.com ·

Image: Kitces.com

Welcome everyone! Welcome to the 510th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Michael Yoder. Michael is the founder of Yoder Wealth Management, an RIA based in Walnut Creek, California, that oversees approximately $400 million in assets under management for 64 client…

Summary as published by Kitces.com
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