<p>In episode #097, Lisa Gray discusses the importance of incorporating family dynamics into the advisory process.</p>

In episode #097, Lisa Gray discusses the importance of incorporating family dynamics into the advisory process.

Incorporating Family Dynamics into a Wealth Manager's Advisory Process

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry.  As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Incorporating Family Dynamics into a Wealth Manager's Advisory Process

Incorporating Family Dynamics into a Wealth Manager's Advisory Process

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