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Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.
By Retireholics5
1111 ratings
Chief Revenue Officer at Advisor2X Lisa Allen talked to us about giving back and "getting proximate" during their conferences and working with kids in the local community on financial literacy and exposing them to the financial services industry.

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