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Episode 72: #OnTheStacks in the blu door studio with Daniel Reitz, senior partner at blu door Financial. In this episode, Dan shares his experiences working for a big Wall Street firm for 31 years before joining blu door.
We talk sales vs. consultant approach; not selling a product, but how to offer a developed solution. Dan also shares his knowledge on creating and mapping out a financial plan, wealth accumulation, and risk management. Bonus at the end: living life with intention.
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