Jeff Leppert
2 Podcast Episodes
Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they... Read more
4 Apr 2019
•
1hr 35mins
16 Ways From Sunday Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
16 Ways From Sunday Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they... Read more
4 Apr 2019
•
1hr 35mins
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