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Modern Financial Advisor

Explora estrategias e ideas frescas de líderes de la industria que están moldeando la gestión de patrimonio hoy. Únete al anfitrión Mike Langford para discusiones interesantes que inspiran e informan.

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Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice

E121 • 58 mins • Jan 24, 2025

Episodios recientes

Jan 24, 2025

Why Asking The Right Questions About Your Client’s Values Often Leads to Higher Quality Financial Advice

E121 • 58 mins

Dec 13, 2024

Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data

E120 • 46 mins

Nov 1, 2024

How Financial Advisors Can Build Better Client Relationships by Leveraging Technology

E119 • 52 mins

Sep 19, 2024

Strategies For Growing a Financial Advisory Business Without Adding New Clients

E118 • 51 mins

Sep 12, 2024

A New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and Scale

E117 • 36 mins

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