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Building a Holistic Financial Practice: Beyond Medicare and Life Insurance with Cory Procter
In this episode, Chris Newberry from The Brokerage joins Cory Procter, founder of Pro Capital, to explore what it means to take a truly holistic approach to financial practice. Chris emphasizes that advisors must go beyond selling just Medicare or life insurance, advocating for a broader suite of services that meet clients' evolving financial needs.
Cory shares his powerful personal journey from financial instability to building a career in wealth management, highlighting the value of long-term planning, managing through market volatility, and conducting regular financial reviews. He sheds…
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