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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
Episodes
Thursday Dec 03, 2020
Thursday Dec 03, 2020
With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James Slaughter, founder of Sierra Ridge, to discuss how the latter maintained connections through innovative virtual methods.
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