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    Financial Thought Leaders Round Table: Marketing & Branding Your Firm

    Last week, we hosted two outstanding industry leaders for an open discussion on the importance of branding and marketing in the financial services space. Marie Swift & Diane MacPhee answered listeners' (many) questions and covered alot of ground in financial branding and ...

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    Topics: branding, financial thought leaders, marie swift, Marketing, round table

    Integrating Technology into Your Advisory Firm |Round Table Discussion with Michael Kitces

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    Topics: financial thought leaders, General, Round table, tech for advisors