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Jalina Kerr
Managing Director and Head of Client Experience for Schwab Advisor Services
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Oct 25, 2023 • 52min
Day One from Schwab Impact in Philadelphia
Rick Wurster discusses the challenges advisors are facing. Joe Grogan talks about making investing simple. Kathy Jones explains the unprecedented year for bonds. Jalina Kerr provides details on products for Schwab's RIA clients.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode