Marketing and Finance (MAF) Podcast

Jim Palumbo on integrated service platforms for financial planning firms - MAF237

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Jim Palumbo on integrated service platforms for financial planning firms - MAF237
My guest this week is Jim Palumbo from Dynamic Advisor Solutions.
We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms.
Welcome to episode 237 of the Marketing and Finance Podcast.
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Marketing and Finance (MAF) PodcastBy Roger Edwards interviews great people from Marketing and the world of Finance
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