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4min chapter
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The Perfect RIA
Navigating Financial Partnerships
This chapter explores the critical role of trusted contacts in navigating financial inquiries, particularly in insurance and annuities. The speakers emphasize the necessity of active management of financial products and the importance of adapting to market changes through regular reviews and collaboration with knowledgeable colleagues.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode