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ON LOCATION
FPA E4 | Guest: Dr. Carolyn McClannahan – Life Planning Partners
Dr. Carolyn McClannahan talks about how advisors can adopt a better "Bedside Manner"…
Jul 05, 2024
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Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group
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Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital
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Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST
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