How 2 Black Advisors Are Working to Change the 'Complexion of Wealth'

How 2 Black Advisors Are Working to Change th...

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Dynasty's Shirl Penney: 10 Things RIA Buyers and Sellers Need to Know

The founder and CEO of Dynasty Financial Partners describes five things that buyers and sellers of RIAs each need to do before engaging in a transaction. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices 

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Tom Freeman: How Top Advisors Find and Serve Ultrawealthy Clients

The founder of FCS Family Office describes how Lou Holtz’s coaching shaped the character and values behind his success advising billionaire families. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices 

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