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You’ll hear from:
Andrew C. Lord, CLU, ChFC
Jean M. Mathieu, CLU
Dominique Schuh
Episode breakdown:
0:27 – Adapting to regulation
2:05 – Using technology to increase communication
3:05 – Addressing clients’ concerns during a global data breach
3:42 – The benefit of sharing staff members’ success with clients
4:23 – Improving the process of wealth transfer
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