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Episode 56–Relate & Connect to Your Clients w/Michael Falk, CFA®, CRC

The Exceptional Advisor Podcast

26/10/2020 46 min Temporada 3 Episodio 56

Episode 56–Relate & Connect to Your Clients w/Michael Falk, CFA®, CRC

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Episode Synopsis

Robert Powell, the editor of Retirement Daily at The Street, interviews Michael Falk, CFA®, CRC, Partner at Focus Consulting Group.

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