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Podcast: AFO | Wealth Management Forward

Our CEO Whit Lanier was again invited to be the guest on a financial advisor podcast. This time Whit had a great conversation with Rory Henry, host of the AFO | Wealth Management Forward podcast.

Rory and Whit discussed a lot Whit’s lessons learned from his previous healthcare review management company. Rory did his homework and asks some great questions. The whole episode is only 28 minutes long – give it a listen!

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