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Using Stories to Connect with Clients and Prospects

Barron's Advisor

00:00

What Are You Doing at UW Green Bay?

Steve Cherry: I could talk for hours to you about talking about storytelling and this whole area here, but there is one other area unrelated to this that I'd like to segue to. Are you okay if we spend a bit here about another area? Absolutely. Okay. So tell me a little bit about what you're doing at the University of Wisconsin Green Bay in terms of training the next generation of financial professionals. Dr. Cherry: We have a program, a person financial planning program that's registered with the CFP board.

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