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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.
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Thursday Jul 16, 2020
Thursday Jul 16, 2020
In today's environment, what strategies are going to make a lasting difference in your clients' lives?
Chris Puffer, a well-established advisor from Louisville, shares his unique approach to tax diversification and how it's created unparalleled opportunities in his practice. He also shares how his team has taken advantage of the virtual environment to grow their business and connect with clients.
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