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Leading ideas and
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#40 Liam Dawson

Liam is an Investment Analyst at PortfolioMetrix. He shares his insights on investing, including the impacts of the …

#39 Emily Blanch

Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and …

#38 George Kinder

George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for …