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4min chapter
Understanding Private Equity: How to Leverage Your IRA or 401k w/ David Feingold
Directed IRA Podcast
Building Partnerships Through Personalized Service in Investing
This chapter explores the significance of personalized customer service in investments, advocating for a partnership model between clients and company representatives. It underscores the necessity of open communication and provides resources like newsletters and webinars for clients interested in retirement account insights.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode