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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Role of Advisor Trainees in Kade

What do the advisor trainees I guess interns do? Are these folks who are sending in meetings and like helping in meeting notes or are they more pair of planner types. They're all working together except Dalton's working remotely from Florida but what they're doing is the advisors are pushing through the trades to make through the meeting notes.

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