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Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded...
Is the tail wagging the dog? (Tech Advisor) Featuring Brian McLaughlin
Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?
In this episode, Adam Holt & Derek Notman...
Why advisors are failing at organic growth featuring Joe Duran
Why are advisors failing at organic growth?
In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe...
Invest in conversations before technology featuring Derrick Kinney
What do Life Planning and Dream of Freedom have to do with being a Fiduciary?
In this episode, Adam Holt & Derek Notman speak with...
TradePMR's Product Vision for Advisors featuring Jon Patullo
Peering into the future from a product leader's perspective.
In this episode, Adam Holt & Derek Notman had a nice conversation with...
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