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Bill Keen/Matt Wilson: How a Hyper-Local Niche Fueled a $1 Billion RIA

Barron's Advisor

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Embracing Generosity: The Power of Community Impact

This chapter explores how exceptional performance can lead to job security for financial advisors while emphasizing the firm's philanthropic efforts. It delves into the establishment of a formal giving program that fosters a culture of generosity and community engagement among team members and clients.

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