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Lisa Westermark: How to Seamlessly Hand Off Client Relationships
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.
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By Barron's Advisor
4.2
109109 ratings
The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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