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From Marine to Wealth Advisor: Building the Firm Clients Actually Need
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What happens when a Marine, law enforcement officer, and federal agent decides to reinvent financial advice? 👀
You get a completely different perspective on trust, leadership, and serving clients.
🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with Ben Batiste, founder of Crest Mark Wealth Group, to explore why traditional financial planning often falls short and how advisors can create far greater value by bringing every part of a client's financial life into one unified strategy.
Instead of treating investments, insurance, taxes, and estate…
The skinny
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