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Advisor Perspectives
Gaining Perspective
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Ratings & Reviews
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4.1 stars from 21 ratings
Awesome Podcast!!
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“Love this podcast!! Great information, with thorough research and data. Keep up the good work!!”
Tayasay via Apple Podcasts ·
United States of America ·
02/22/24
Awesome Podcast!
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“Very informative podcast! Covers a ton of great content, I’d highly recommend it!”
REIexpert101 via Apple Podcasts ·
Canada ·
11/23/21
Awful plugging
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“The May 22nd. episode was awful and pathetic. Please tell your guest it was the most egregious and terrible plugging of his bogus aoftware. Awful. Simply awful.”
Jsmtwo via Apple Podcasts ·
United States of America ·
11/29/19
Recent Episodes
This is a bittersweet moment. We are recording this on April 26, and April 30 will be my final day at VettaFi, after which I will no longer be associated with the Advisor Perspectives publication. This will be the final episode of the nearly 500 that I have hosted for the Gaining Perspective...
Published 04/30/24
Tax-management strategies are crucial for clients, and they need today’s most sophisticated tools to relieve the tax burden for their clients. In this episode, my guest will dive into those strategies, such as tax-loss harvesting, and will explain how tax technology plays a significant role in...
Published 04/30/24
Published 04/30/24
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