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2min chapter
Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors
Barron's Advisor
Authentic Messaging and Wealth Transfer Opportunities
This chapter emphasizes the significance of authentic communication in wealth management, urging advisors to connect with clients on a personal level. It explores the opportunities presented by wealth transfer and the importance of involving future generations and women in the wealth management process.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode