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Adding Value to Investment Management Clients

October 18 |

Online |

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Leading at a higher level requires you to draw from multiple disciplines: investments, portfolio theory and behavioral finance, risk and return, portfolio construction and consulting process and fundamentals.

Price: $0

Type: Virtual

Content Focus: Academic, Behavioral Finance, General Planning, Investment, Practice Management, Risk/Insurance Planning

Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse

Organizer: Association

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