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Ep.53: Education as strategy: The Key to Adviser Buy-In - Joan Solotar - Global Head of Private Wealth Solutions - Blackstone

The Distribution by Juniper Square

CHAPTER

Bridging Knowledge Gaps in Investment Advisory

This chapter emphasizes the strategic choice of working with financial advisors and the pivotal role of education in enhancing their investment capabilities. It explores how effective communication and innovative tools can empower advisors to confidently integrate complex investments into client portfolios.

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