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- Weekend Reading For Financial Planners (July 27-28)
- Kitces & Carl Ep 143: Taking Over Clients From An Advisor With A Different Personality And Communication Style
- Untangling The IRS’s New Finalized (And Proposed) Regulations On RMDs: The 10-Year Rule, Trust Beneficiaries, Spousal Beneficiaries, Annuities, And More!
- #FASuccess Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans, With Dustin Mangone
- Evolving From Dysfunctional Team To Advisory Dream Team To Improve Retention And Attract Better-Fit Clients
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