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Podcast with Catherine Tindall is happening in 20 hours
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Ep 7. The Phone is the first and best Client Portal - to your CurrentClients AND your FutureClients
with @Dustin Belliston of CurrentClient - a modern phone for financial advicers.
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Ep 36. Making RIA data easy to research with RIA Pulse
with @Jayce Nall of https://riapulse.com/ Including like the attached list of fastest-growing firms using Altruist!
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Ep 35. Breaking through the wall between the 🧠 and the ❤️
with @Ashley Quamme of Beyond the Plan® LinkedIn: https://www.linkedin.com/in/ashley-quamme/ Website: https://www.beyondthefp.com/ Email: hello@beyondthefp.com
Thanks!
Appreciate the invite to this select group! Looking forward to learning and participating. Happy to answer questions about women and money and how to effectively engage with the wealthiest most underserved market in the planet - women!
Ep 26. How to create Trust-At-Scale by writing a book
with @Paul McManus of TheShortBookFormula.com We talk about: - writing a book (obviously!) - how his podcast with Kitces exploded his company growth (and inspired Joe to write a book!) - Tesla's full-self-driving capabilities - how humans be be future-proof by developing good judgement
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