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Duncan in Nashville
2019-03-20 • 20 second read

In Nashville for a President's Club conference on a panel with Matt Oechsli, MBA and John Cianciulli discussing growth, teams, and the future. As always, I raved about Chris Jeppesen with First Trust Portfolios - co-author with me on The Advisor Playbook and our upcoming book, The Blue Square Method.

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