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Leading 400 registered reps as Founder and CEO at Coastal Wealth , Jeremy Straub joins today show. We discuss:
- His investment team's tiered-access approach to working with wholesalers and fund families, including stories of successful partnerships
- Funny stories from his time as an advisor and early sales training
- Overcoming throat cancer, and how that shaped his outlook on life and the impact that financial advisors have on clients
Jeremy is also the co-host of the Mindset Meets Money podcast.
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