Policy Pod by LDA

Advisory to Agency

48 min · 29. nov. 2024
episode Advisory to Agency cover

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On this Black Friday episode, we were joined by Graham Bergsma founder of G3 Wealth. Graham and Matt discuss a variety of topics spanning from the differences that Graham has experienced going from an advisor to running G3 Wealth, to challenges in the industry that digitized processes and tools have become necessary for overcoming.

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