LOA: Lessons on Advice

Old School vs Modern Financial Advice: Mastering Networking, Dress Codes, and Client Meetings


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Are traditional methods like face-to-face networking and formal dress codes still relevant, or have social media and online meetings taken over? Join us as we explore the pros and cons of old-school versus modern approaches to financial advice—and discover how to find the perfect balance for your clients and career!
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LOA: Lessons on AdviceBy The LOA Team