Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
Standard Deviations with Dr. Daniel Crosby
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Intro
In this chapter, a leading figure in wealth management shares their journey from starting a pioneering firm to heading a major financial institution. They emphasize the significance of aligning life goals with financial planning and discuss their new initiative to support mid-sized advisory firms in growth while maintaining their foundational values.
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