Showing results by author "Richard Oring & Erik Garcia" in All Categories
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The Financial Planner's Desk
- By: Richard Oring & Erik Garcia
- Original Recording
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This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial planning firm.
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