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If you think you’re a high value financial advisor then for heaven’s sake, start acting like one.
Podcast: Play in new window | Download
If you think you’re a high value financial advisor then for heaven’s sake, start acting like one.

I always love hearing Dan Solin discuss his human and relatable approach

In many practices, the larger and more profitable clients end up subsidizing

It’s not fun, cool, or glamorous, but this is one of the

In this episode we are joined by Paul Shapiro, the CEO and