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Episode 84 - Holistiplan.com artwork
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Episode 84 - Holistiplan.com

Zebra Smash - Real Financial Planners | Real Conversations by Zebra Smash

Jul 8, 201942:25Business

We check back into see what Roger has been working on in his mad scientist lab. His newest venture is a service for advisors called Holistiplan. Enough people ask Ben what Roger is up to that we feel an occasional update...

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