Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
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Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
Big Picture In Practice
45 minutes 14 seconds
3 months ago
How Financial Advisors Can Deliver Tax-Savvy, Evidence-Driven Value
John West has spent decades in the investment world —and he’s sharing game-changing advice for financial advisors on how they can elevate their practice with tax-efficient planning, personalized portfolios, and an honest, evidence-based approach to client success.
Big Picture In Practice
Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
