COVID – 19 – The Flexible Advisor

COVID – 19 – The Flexible Advisor

Por: Laura Gregg and David Partain
10 episodios disponibles

Latest episodes of the podcast COVID – 19 – The Flexible Advisor

Generative AI in Finance – With Darren Tedesco (Ep. 107) 19/08/2024
Healthcare And Financial Planning – With Christine Simone (Ep. 106) 27/06/2024
Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105) 03/05/2024
Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104) 09/04/2024
Ep 103: Meet Your New Intern: Generative AI – With John Prendergast 19/01/2024
Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D. 05/01/2024
Ep 101:  Why Succession Planning Is Essential – With Linda Willis 08/12/2023
Ep 100:  What Have We Done?! 27/10/2023
Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag 22/09/2023
Ep 97: The Art of the Nudge – With Patrick Fagan 04/08/2023
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