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Better conversations. Better outcomes.
Reviews
Great insights!
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BMO is bringing good information in well-structured, short episodes I can catch on the run!
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Zhaymark via Apple Podcasts · United States of America · 04/21/17
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Very Helpful information
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Very helpful information for financial advisors and clients. The discussion about the DOL Fiduciary Rule and its implications for the future, gave much food for thought.
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Amazingly useful app via Apple Podcasts · United States of America · 04/06/17
Good info, succinctly presented
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Authors Do a good job covering a large amount of information. They use examples to help keep it practical and relatable.
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MikeWolf22x via Apple Podcasts · United States of America · 09/19/16
Excellent Resource
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This is a great new resource for advisors. Keep up the good work!
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Hannahwhatshappening via Apple Podcasts · United States of America · 09/29/16
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