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EPISODE · May 6, 2022 · 35 MIN

The Trust Mandate

from The Exceptional Advisor Podcast

Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisers can build trust with their clients and how investment advisers can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients.

Episode metadata supplied by the publisher feed · Published May 6, 2022

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The Trust Mandate

0:00 35:09

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This episode was published on May 6, 2022.

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