The Elite Financial Advisor Podcast With Sten Morgan cover image

28. Does This Stuff Work? Interviews with Four Advisors

The Elite Financial Advisor Podcast With Sten Morgan

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Portfolio Management

Ng: We didn't want to position ourselves as just portflio management oriented. Buti we wanted to shift the focus to more lead with planning. I i've just implemented a lot of skans process, and it's bearing some fruit.

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