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  Using your voice for good as financial professionals

  Speaking up for what is right becomes much easier when one thinks differently.

  Practice Management November 15, 2021

  • client relationships
  • habits
  • practice management
  • racial injustice
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  How to better support, build trust with, and understand your Black American clients

  We have a long way to go to close the racial wealth gap, but there are things we can do to make progress.

  Client outcomes November 29, 2021

  • retirement planning