Podcast Episodes

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003: Investment Introductions Will Set You Apart

11/26/2024

A simple concept that takes 10-15 minutes that will work with prospects or clients that...

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002: Taxing Equity Returns Annually as Ordinary Income is JUST PLAIN NUTZ

11/12/2024

In this episode of Advisor Masterclass: Timeless Wisdom For Financial Advisors, we dig into a...