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Episode: The Trends Reshaping the Advisory Profession
Pub date: 2021-08-23

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My guest today, Stephanie Bogan, is here to talk about the key trends that will drive growth in the advisor profession over the next several years. We all know that the pandemic has disrupted the ways advice is marketed and delivered, placing a lot more emphasis on technology and competitive differentiation. Stephanie is here to explore those trends and offer steps for advisors seeking to achieve breakthrough growth.

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The Trends Reshaping the Advisory Profession