Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise
The Diamond Podcast for Financial Advisors
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Innovative Financial Services for Athletes and Beyond
This chapter explores a financial firm's new service offerings tailored for the sports and entertainment industry, particularly emphasizing support for NHL players. It also discusses the creation of Foundation X for charity, alongside future initiatives aimed at improving clients' wellness and time management.
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