EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)

from Trusted Advisor Podcast Series · host Lori Coonen

Rod talks with Kristin Keffeler, Founder & Principal of Illumination 360, about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.

Episode metadata supplied by the publisher feed · Published Apr 11, 2023

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EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)

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