What sparked your passion for Infinite Banking?

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Can you share a transformative experience from your advising career?

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What hobbies or passions enrich your life outside of work?

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Who has been the most influential in shaping your financial philosophy?

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What three career milestones have been most impactful for you?

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How do you tailor your strategies to individual client needs?

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What qualities do you appreciate in a client, and how do these enhance your work together?

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