Wealth Professional: Driven and Dynamic, How Advisor Grew His Practice

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Media Source:  Wealth Professional     |   April 2, 2022

On April 2, 2022, the latest podcast episode of Wealth Professional Canada Magazine’s WP Talk features Travis Forman, BA, CFP, FMA, CIM, FCSI, sharing the lessons he’s learned while building his successful book of business. Discover what he believes is the biggest headwind for investors and how to overcome it.