Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 48: Wait for the Signal with Duke Jones, CMT

Fill The Gap: The Official Podcast of the CMT Association

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Navigating Wealth Management Strategies

This chapter explores the complexities of managing high-net-worth client assets with a focus on tax-sensitive financial strategies and the shift from commission to fee-based models. It emphasizes the importance of specialized knowledge in investment strategy, risk control, and a disciplined approach to purchasing strong companies.

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