Moxie Voice Interview with Kate Holmes

Deborah Rock interviews Kate Holmes for Moxie Voice. 

"I kept thinking that there has to be a way to help all of these people. They didn’t need investment management, they didn’t need insurance sold to them and they didn’t need an eighty page financial plan. I was looking around trying to find a way to set up classes somewhere to refer them to, but when I couldn’t find it I, realized I had to create it."

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