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Category: Podcasts
Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy
November 21, 2023
The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management
November 16, 2023
Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication
November 14, 2023
Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors
November 9, 2023
Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of Fynancial
November 7, 2023
Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of Nitrogen
October 31, 2023
Being Self-Taught and Unpacking Religion’s Impact, with Jess Bost of Alpha Architect
October 24, 2023
The Art of Investing in Technology and Talent, with Corey Westphal, CEO and Founder of Mobile Assistant
October 10, 2023
Teaching Money Accountability and Navigating AI in Wealth Management, with Kristen Schmidt of RIA Oasis
September 28, 2023
Lessons in Financial Responsibility: Alison Susko’s Story
September 27, 2023
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