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Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?
Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...
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By goRIA PodcastChuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...