Lifespan Live

Lifespan Live Season 3 Episode 1 - Using vetting to drive quality advice


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In the first episode for Lifespan Live season three,  Lifespan Financial Planning General and Compliance Manager Eugene Serravalle,  is joined by Pierre Moussa, Senior Compliance and Assurance Specialist to discuss the various ways that plan vetting can benefit both advisers and their clients.

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Lifespan LiveBy Eugene Ardino