Purpose with Mark Bertrang

Investor Behavior - Dan Kullman, Guest


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Dan Kullman has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community. Dan helped to develop and oversee Toews Managing Investor Behavior™ Workshop and Coaching program and facilitates communications with advisors. This visit provides insight to how behavior affects investing. Mark & Dan also discuss personal values to integrate into our everyday lives.
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Purpose with Mark BertrangBy Mark Bertrang

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