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Case Studies

Below you can listen to three case studies of past trainee participants and learn what they found most helpful.

Christie

 Inherited money, had a big-box advisor and knew something was wrong with their approach.

Andrew

Sold his company for seven figures, wanted to make sure the money lasted as he would now have more to lose and doesn't have a second chance.

Matt & Kim

Married couple. Very interesting stuff in this one. My favorite line, it's not that I needed to trust you RC. It's that I needed to trust me.

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