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Episode 7: Take Responsibility for Being Heard with Pablo Seto
Hear from Pablo Seto, who has 15 years of experience in commercial banking and wealth management and is an expert in mindfulness.
Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.
If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.
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By PlanswellHear from Pablo Seto, who has 15 years of experience in commercial banking and wealth management and is an expert in mindfulness.
Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.
If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.