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Here’s a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com — just click “Audio Library” in the “LISTEN” section and enter their name to hear all of their past interviews!
Scott Donnelly, CPA and Partner, PDM, LLP discusses some of the first questions he asks a new client to understand what they did not get from their last service provider and to understand who else their Advisors are to help understand if there will be a cooperative team.