Derek Notman: The Roles of Technology and Trust in Financial Advisor Success

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Mitchell Kraus: Aligning Wealth, Joy, and Purpose as a Financial Advisor

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Whit Lanier: Unlocking the Power of Client Reviews

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The Power of Gratitude in Life and Leadership

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The Best Lessons from 99 Episodes of The Purpose-Focused Advisor

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Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience

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Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth

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John Richardson: Intentional Servant Leadership for Lasting Advisor Impact

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Knight Colman: Leading the Firm While Honoring the Founders’ Vision

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Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships

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Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams

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Jack Heintzelman: Bridging the Generational Gap in Financial Planning

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