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73 - The Network Effect

TRAP: The Real Adviser Podcast

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Insights from the Vanguard Event

In this chapter, speakers reflect on their experiences at a recent Vanguard event held at Frameless, discussing its quality and significance for professional development in financial advising. They share insights gained from engaging conversations and networking opportunities, emphasizing the value of client-advisor relationships and the importance of providing peace of mind. The chapter also touches on upcoming events and developments within the Advisor Alpha community, focusing on current issues in compliance support services for independent financial advisors.

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