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Cole Cash, Ph.D., advisor to financial advisors, is back, with another collection of wise, witty, and action-oriented client sessions. This time around, Ol’ Cole’s focused on the Next Gen – how do you work with the young’uns in your own firm and keep them motivated and happy, and how do you keep your clients’ children and grandchildren from taking all that hard-won AUM somewhere else when their folks pass on? The answers will surprise, delight, and guide you . . . because (all together now): “People are funny about their money!”
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