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Build your unique value proposition Join Jimmy Lee, CEO, and Andrew D'Addio, Managing Director, in their discussion about the benefits advisors get by being a part Join us for another episode of Focused on the Future, where Suzanne Siracuse sits down with Andrew Altfest, President of Altfest
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Interview between Michael Kitces ( and Colin Williams ( regarding Financial Advisor Value Propositions & Examples — Asset-Map
What High-Net-Worth Prospects (Really) Want From A Financial Advisor - Michael Kitces & John Bowen When it comes to money, it's not the main focus. It's more about the activities being engaged on. While making a living is important
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