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Listen "Episode 262 – The Power of Steady Advice in Unsteady Markets With Dana D’Auria"
Episode Synopsis
On today’s episode, Doug talks with Dana D’Auria, Group President and Co-Chief Investment Officer at Envestnet. Dana shares how advisors can support clients through turbulent markets by staying connected, reinforcing long-term discipline, and ensuring portfolios align with risk tolerance. With volatility driven by headlines and sudden policy shifts, she highlights the importance of steady guidance. … Continue reading Episode 262 – The Power of Steady Advice in Unsteady Markets With Dana D’Auria →
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