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2min chapter
Max Winthrop: 'Quirkiness Matters' | Next Gen
Barron's Advisor
Intro
This chapter explores strategies for establishing a successful financial firm that caters to high net worth clients. It emphasizes the significance of engagement, collaboration, and advocacy in fostering strong relationships and client referrals.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode