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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Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice

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Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals

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Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach

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Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact

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Alex Neri: Accelerate Your Practice with a Growth Focused Mindset

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