EPISODE 25: How Both the Planning Disciplines and Our Training Have Evolved in the Past 20 Years Leading to Wealth 3.0

Trusted Advisor Podcast Series
15/02/2023

Listen "EPISODE 25: How Both the Planning Disciplines and Our Training Have Evolved in the Past 20 Years Leading to Wealth 3.0"

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Episode Synopsis

Rod Zeeb and Lori Coonen, CLO of The Heritage Institute, talk about why our training was created and how it's evolved over 20 years.

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