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Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen

Financial Advisor Success

CHAPTER

Building a Team and Institutional Investing

This chapter focuses on building a team, offering rewards to loyal employees, and the transition to institutional investing. It emphasizes the firm's commitment to serious investing, the difference between institutional investing and investing for individuals, and the importance of stress testing portfolios.

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