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ON LOCATION
Sept 29, 2024 | CFP E5 | Guest: Michael Kitces
Does having a “CFP” lead to higher compensation? Chuck unpacks that exact topic with Michael Kitces.
Nov 13, 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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