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    Tag: Excell 2023

    Excell 2023 Day 2 – Fireside Chat with Shaun White

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    Excell 2023 Breakout – Find Your Freedom Experience: Personas & Service Model

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    Excell 2023 Breakout – Partner Panel: What’s Working in Client Acquisition

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    Excell 2023 Breakout – Expanding the Playing Field: Solving Age-old, and Old-age, Investor Problems in New Ways

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    Excell 2023 Breakout – Understanding the “Why”: Integrating Insurance into Your Practice

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    Excell 2023 Breakout – Behavioral Finance Bootcamp

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    Excell 2023 Breakout – How Prospects Make Choices (Hint: It’s Emotional, Not Rational)

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    Excell 2023 Breakout – Holistic Financial Advice: Managing 401(k) Assests and Held Away Assets – Partner Panel featuring Pontera Solutions

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    Excell 2023 Breakout – Secure Act 2.0 and Impact on Group Retirement Plans

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    Excell 2023 Breakout – Macro to Micro: Making Economic Insights Actionable in Portfolios

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