Capital Group

PracticeLab

Este podcast é seu recurso essencial para profissionais financeiros que buscam aumentar o engajamento dos clientes, aprimorar habilidades e otimizar operações com insights de especialistas.

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How to build an effective AI strategy for your practice, with Aneet Deshpande

42 mins • May 27, 2025

Episódios recentes

May 27, 2025

How to build an effective AI strategy for your practice, with Aneet Deshpande

42 mins

Apr 22, 2025

How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial

38 mins

Mar 4, 2025

So you want to buy another advisor’s practice, with Lloyd Sprague

36 mins

Jan 28, 2025

4 steps to creating a study group, with Good Advisors Finish First

34 mins

Dec 18, 2024

When succession doesn’t go according to plan, with Legacy Financial

39 mins

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