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Recent Episodes
Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein
During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients. In this episode, Laura...
Ep 32: Taking Behavioral Finance From Theory to Practice — With Jonathan Bernstein
How can advisors take behavioral finance from theory to practice and address not only client biases but perhaps some of their own biases as well? Listen...
Ep 31: Adding Value through Insurance Discussions – With Rebecca Woan
Advisors, are you well-equipped with the knowledge and expertise you need to provide clients with the insurance guidance they need? In this episode,...
Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips
Why have some advisory firms grown while others have stalled during the pandemic? In this episode, Laura Gregg and David Partain discuss how advisors...
Ep 29: Marketing in the Age of Social Distancing – With Maribeth Kuzmeski, PhD.
Just because you can’t meet your clients face-to-face at this time doesn’t mean you can’t host extraordinary events and attract new leads. In...
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