EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration

from Trusted Advisor Podcast Series · host Lori Coonen

Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.

Episode metadata supplied by the publisher feed · Published Oct 4, 2023

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EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration

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