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78 - Summer Reset: Drift or Design?

TRAP: The Real Adviser Podcast

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Navigating Financial Services and Community Engagement

This chapter explores the evolving landscape of financial planning, highlighting the significance of comprehensive strategies over transactional approaches. It also discusses the cultural challenges within financial institutions and the impact of recent acquisitions in the wealth management sector. Additionally, the chapter emphasizes community initiatives like a charity 5K run and reflects on personal growth and career transitions within the financial advisory space.

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