Episode 8 – Alan Moore On Planning For The Next Generations Becoming Referable podcast

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April Rudin on the Future of Advisor Marketing35:40

5h ago35:40

35:40

April Rudin, Founder and President of The Rudin Group, is a financial services and wealth management marketing strategist. She is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. April is recognized as an “Influencer” […] The post April Rudin on the Future of Ad ...…

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Tad Fabiaschi on Becoming Watchable34:10

15d ago34:10

34:10

Tad Fabiaschi is Vice President of Audience Development with Asset TV Inc., a free and comprehensive library of videos, whitepapers and programs to support due diligence and on-going professional education. In a previous role, Tad helped international companies introduce themselves to new markets in […] The post Tad Fabiaschi on Becoming Watcha ...…

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Jeff Marsden on Engaging Digitally35:50

1M ago35:50

35:50

Jeff Marsden is Chief Product & Strategy Officer at Xtiva Financial Systems. He has founded or co-founded five companies across several industries. He is a frequent contributor to industry publications, patent holder, mentor to founders of start-ups, and member of the Board of Directors […] The post Jeff Marsden on Engaging Digitally appeared f ...…

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Brian Portnoy on Funded Contentment38:59

1M ago38:59

38:59

Brian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled […] The post Brian Portnoy on Funded ...…

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Jay Baer on Creating Talk Triggers to Drive Referrals39:23

2M ago39:23

39:23

Jay Baer is President of Convince and Convert, a consulting firm that works with some of the world’s most iconic brands gain and keep more customers. He is a 7th generation entrepreneur, a recent inductee into the Professional Speaking Hall of Fame, and the […] The post Jay Baer on Creating Talk Triggers to Drive Referrals appeared first on Bec ...…

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Megan Carpenter on Authentic Connections36:20

3M ago36:20

36:20

Megan Carpenter is co-founder and CEO of FiComm Partners, LLC, a firm that delivers strategic communications programs to clients via public relations, digital marketing, branding, social media and creative services. Under Megan’s leadership, FiComm has expanded to three regional offices across the United States. […] The post Megan Carpenter on ...…

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Danilo Kawasaki on Limitless Growth38:08

3M ago38:08

38:08

Danilo Kawasaki is the Co-Founder, Vice-President and COO of Gerber Kawasaki, where he oversees compliance and day-to-day operations. His career accomplishments include tripling his previous branch’s revenue in three years, and turning it into the top office in the company. In 2018, Danilo was […] The post Danilo Kawasaki on Limitless Growth ap ...…

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Moira Somers on the Psychology of Advice39:03

4M ago39:03

39:03

Dr. Moira Somers is a clinical neuropsychologist, professor and executive coach. As the founder of Money, Mind, and Meaning, Moira trains financial professionals across North America to work more effectively with the whole spectrum of challenges their clients bring to them. She’s also the author of the book, Advice […] The post Moira Somers on ...…

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Stacey Brown Randall on Rethinking Referrals39:33

4M ago39:33

39:33

Stacey Brown Randall is a three-time entrepreneur, the author of Generating Business Referrals Without Asking, and host of the Roadmap to Grow Your Business podcast. She has taught her “no asking” referral generation strategy to hundreds of companies including Bank of America and Wells […] The post Stacey Brown Randall on Rethinking Referrals a ...…

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Cheryl Holland on Process-Driven Success45:43

5M ago45:43

45:43

Cheryl Holland is President and Founder of Abacus Planning Group, a wealth management firm that manages $1 billion in client assets. Cheryl consistently appears on top advisor lists such as Barron’s and Wealth Manager and the National Association of Personal Financial Advisors recognized her […] The post Cheryl Holland on Process-Driven Success ...…

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Larry Miles on Building the Firm of the Future39:45

5M ago39:45

39:45

Larry Miles is a Principal at AdvicePeriod, whose mission is to reinvent wealth management. Their approach, which includes extensive use of technology in delivering a planning-focused experience, has taken the firm from start-up to over $2 billion in just a few years. His book, […] The post Larry Miles on Building the Firm of the Future appeare ...…

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Heather Fortner on Establishing Communities of Clients41:04

6M ago41:04

41:04

Heather Robertson Fortner is Partner, Chief Compliance Officer, and Chief Operating Officer at SignatureFD, a firm that manages over 4 billion dollars for more than 1800 clients, and received the Charles Schwab Best in Business Impact Award in 2016. She has 17 years of […] The post Heather Fortner on Establishing Communities of Clients appeared ...…

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Kevin Mulhern on Content Marketing as a Differentiator41:27

6M ago41:27

41:27

Kevin Mulhern is the CEO and founding partner of AdvisorStream, a platform that allows financial advisors to create powerful client communications while automating the referral and lead capture process. He has over 17 years of experience building and launching web-based services for financial advisors. […] The post Kevin Mulhern on Content Mark ...…

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Chuck Bean on White Glove Service39:14

7M ago39:14

39:14

Chuck Bean is the Founder and CEO of Heritage Financial Services, an award-winning firm regarded for its tremendous growth and client service. In addition to his executive management duties, he serves as a senior wealth manager to a handful of the firm’s top clients. […] The post Chuck Bean on White Glove Service appeared first on Becoming Refe ...…

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Matt Halloran on the Next Frontier of Client Communications35:45

7M ago35:45

35:45

Matt Halloran is partner and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […] The post Matt Halloran on the Next Frontier of Client Communications appeared first ...…

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Stacy Francis on the Anatomy of a Differentiated Firm40:43

7M ago40:43

40:43

Stacy Francis, CFP®, CDFA® is a nationally-recognized financial expert and the President and CEO of Francis Financial, a firm that serves women going through transitions. She is also the founder of Savvy Ladies™, a non-profit that has provided free personal finance education and resources […] The post Stacy Francis on the Anatomy of a Different ...…

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Jay Palter on the Influence of Networking36:04

8M ago36:04

36:04

NOTE: Our apologies for the intermittent sound glitches in this episode. We’re confident they won’t interfere with your ability to hear and enjoy the content. Jay Palter is a digital business strategist, specializing in the strategic use of social influencer networks for building online visibility […] The post Jay Palter on the Influence of Net ...…

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Paul Kingsman on Defeating Distractions37:26

8M ago37:26

37:26

Paul Kingsman is a speaker, author, executive coach, and Olympic medalist. He equips financial services professionals to overcome costly distractions and complete what matters most to build their businesses – connecting with prospects and clients, adding assets, and raising revenue. Paul’s book is titled […] The post Paul Kingsman on Defeating ...…

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Susan Bradley on the Human Side of Money38:28

9M ago38:28

38:28

Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute, the organization that has created the Certified Financial Transitionist® (CeFT®) designation. Susan has served on the FPA’s National Board of Directors, currently sits on the NFLPA’s Financial Education Advisory Board, and serves […] The post Susan Bradley on the Human Si ...…

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Kevin Quigg on the Future of Satisfaction38:01

9M ago38:01

38:01

Kevin Quigg is the Chief Strategist at Exponential ETFs. He is involved with the American Customer Satisfaction Index. Through that experience, he has gleaned some interesting insights about what clients of financial advisors value and want most. Kevin has been in the wealth management industry […] The post Kevin Quigg on the Future of Satisfac ...…

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Kelly Decker on Creating an Influential Experience33:46

10M ago33:46

33:46

Kelly Decker is the President of Decker Communications, Inc. A keynote speaker, messaging expert and executive communication coach, she helps professionals and senior leaders unlock their potential. She also personally coaches executive leaders from Fortune 500 companies. She’s the co-author of Communicate to Influence: […] The post Kelly Decke ...…

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Robert Sofia on Personalized Marketing37:33

10M ago37:33

37:33

Robert Sofia is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. He has served over 1,000 financial companies since 2005. He’s an award-winning speaker and author of two best-selling books, […] The post Robert Sofia on Personalized Mark ...…

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Mary Beth Franklin on the Value of Real Expertise32:36

11M ago32:36

32:36

Mary Beth Franklin is an author, speaker, award-winning journalist, Certified Financial Planner, and one of America’s leading experts on Social Security and Medicare. Her weekly column and e-book, Maximizing Your Social Security Retirement Benefits, can be found on Investment News. She is also frequently […] The post Mary Beth Franklin on the V ...…

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Jay Coulter on the Drivers of an Irresistible Brand34:37

11M ago34:37

34:37

Jay Coulter, is an investment strategist, practice management consultant, author, podcast host, and award-winning business speaker. He is the Founder of Pinger Systems, a training and technology firm, and has a consulting practice through RC Whatley & Company, both businesses focused on serving advisors, […] The post Jay Coulter on the Drivers ...…

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Dan Sullivan on Passion, Connection, and Differentiation34:42

12M ago34:42

34:42

Dan Sullivan is an Executive Vice President at Cambridge Investment Research and brings over 30 years of industry experience. Previously an advisor, he is now focused on leading strategic initiatives that support advisors in efficiently growing their independent businesses. He has been instrumental in […] The post Dan Sullivan on Passion, Conne ...…

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Joe Messinger on What College Planning Can Tell Us About Developing a Niche38:24

12M ago38:24

38:24

Joe Messinger, CFP, CHFC, CLU, is the co-founder and director of college planning at Capstone Wealth Partners, and CEO of Capstone College Partners. Joe is recognized as a trusted authority in the area of college planning and funding, and trains other financial professionals to […] The post Joe Messinger on What College Planning Can Tell Us Abo ...…

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Mark Schoenbeck on the Right Message for the Right Clients38:03

1y ago38:03

38:03

Mark Schoenbeck, CFP, is the Executive Vice President and National Sales Director at Kestra Financial. He has helped top independent financial advisors maximize their revenue, free time, and business value for over 15 years. He previously held senior executive roles at Mutual Service Corporation, […] The post Mark Schoenbeck on the Right Messag ...…

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Beverly Flaxington on the Magic of Story Telling36:42

1y ago36:42

36:42

Beverly Flaxington is the co-founder of The Collaborative, an organization that helps financial services firms with both their business development and their organizational needs. She holds two patents on practice management programs, is a three-time best selling and Gold-award winning author. She is a […] The post Beverly Flaxington on the Mag ...…

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Dave Patchen on Making Meaningful Connections39:11

1y ago39:11

39:11

Dave Patchen is Senior Vice President, Education & Practice Management, at Raymond James Financial Services. Formerly an advisor, independent contractor, recruiter, and regional director, he has now accumulated over 3000 hours of one-on-one coaching with advisors over the last 12 years. Dave is frequently […] The post Dave Patchen on Making Mea ...…

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George Hartman on Closing the Referral Loop34:13

1y ago34:13

34:13

George Hartman has worked for over 40 years as an advisor, educator and executive in both the insurance and investment industries. He is now a speaker, coach, and best-selling author of books like EXIT is NOT a Four Letter Word – How to Transition […] The post George Hartman on Closing the Referral Loop appeared first on Becoming Referable.…

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Becoming Referable Podcast

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Kelli Cruz on Engaging the Team47:52

1y ago47:52

47:52

Kelli Cruz is a consultant, writer, speaker, and founder of Cruz Consulting Group, committed to building “talent wealth” and helping advisory firms realize their true potential. Prior to this, she founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research […] The post Kelli Cru ...…

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Gail Graham on Authentic Branding37:48

1+ y ago37:48

37:48

Gail Graham is the founder and Principal of Graham Strategy, LLC, a strategic marketing and consulting firm for advisors and organizations who are committed to improving wealth management for consumers. Previously she was the CMO at United Capital, and EVP of marketing and business […] The post Gail Graham on Authentic Branding appeared first o ...…

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Kathleen Burns Kingsbury on Breaking Money Silence34:16

1+ y ago34:16

34:16

Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence™ podcast, and the author of several books including How to Give Financial Advice to Women, How to Give Financial Advice to Couples, and Breaking Money […] The post Kathleen Burns Kingsbury on Breaking Money Silence appear ...…

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Mark Tibergien on Brand, Culture and Referability34:41

1+ y ago34:41

34:41

Mark Tibergien is Chief Executive Officer of Pershing Advisor Solutions, prior to which he was a principal at Moss Adams LLP. Mark has worked with hundreds of public and private companies on matters related to business management, transition planning and strategy formulation, since 1976. […] The post Mark Tibergien on Brand, Culture and Referab ...…

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Dan Allison on the Psychology of Referrals36:23

1+ y ago36:23

36:23

Dan Allison is a speaker and the founder and President of The Feedback Marketing Group, a consulting firm helping large organizations and individual professionals implement a system to duplicate their top clients and attract more quality prospects. Dan has drawn on his background in […] The post Dan Allison on the Psychology of Referrals appear ...…

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John Anderson on the Future of Referrals32:28

1+ y ago32:28

32:28

John Anderson is the Managing Director of Practice Management Solutions for the SEI Advisor Network. He has been with SEI for over 20 years and is responsible for all programs focused on helping financial advisors grow their businesses, create efficiencies in their operations and […] The post John Anderson on the Future of Referrals appeared fi ...…

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Becoming Referable Podcast

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Scott McKain on Creating a Distinctive Business37:18

1+ y ago37:18

37:18

Scott McKain is an author, speaker, podcaster, and globally recognized authority on how organizations and professionals create distinction to attract and retain customers — and stand out in a hyper-competitive marketplace. His book entitled “Create Distinction: What to Do When ‘Great’ Isn’t Good Enough […] The post Scott McKain on Creating a Di ...…

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Michael Kitces on Building a Referable Profile38:03

1+ y ago38:03

38:03

Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor […] The post Michael Kitces on Building a Referable Profile appeared first ...…

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Julie Littlechild on Creating an Extraordinary Client Journey37:47

1+ y ago37:47

37:47

Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses. Absolute Engagement works with institutions and advisors, offering programs such as […] The post Juli ...…

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Becoming Referable Podcast

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Spenser Segal on Processes Worth Talking About37:09

1+ y ago37:09

37:09

Spenser Segal is the CEO of ActiFi, Inc., a software and solutions company focused on delivering scalable practice management programs to advisors and the institutions that support them. He has more than 20 years of experience in the financial services industry, both as a […] The post Spenser Segal on Processes Worth Talking About appeared firs ...…

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David Meerman Scott on Making Marketing Great Again34:53

1+ y ago34:53

34:53

David Meerman Scott is a speaker, author, and internationally acclaimed strategist, whose 10 books include Real-Time Marketing & PR, a Wall Street Journal bestseller, Newsjacking, World Wide Rave, and The New Rules of Sales & Service. His advice and insights help people, products and organizations […] The post David Meerman Scott on Making Mark ...…

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Randy Gerber on Serving with Passion35:14

1+ y ago35:14

35:14

Randy Gerber is the founder of Gerber, LLC, a firm dedicated to working with first-generation entrepreneurs, and being a place where these individuals find more than just financial advice. Randy is a member of the Raymond James Financial Services Leaders Council, has served on […] The post Randy Gerber on Serving with Passion appeared first on ...…

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Becoming Referable Podcast

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Josh Patrick on Sustainable Success40:06

1+ y ago40:06

40:06

Josh Patrick is a founding principle of Stage 2 Planning Partners and creator of Ask Josh Patrick. Through these businesses, he helps private business owners and their advisors create extraordinary value in their professional and personal lives. Josh is also a speaker, host of […] The post Josh Patrick on Sustainable Success appeared first on B ...…

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Sam Richter on Selling Intelligently38:55

2y ago38:55

38:55

Sam Richter is a best-selling author, speaker, and creator of Know More University. As a thought leader on sales intelligence, he helps professionals learn the inside secrets for finding and controlling information, and then leveraging it to build valuable business relationships. Sam serves on […] The post Sam Richter on Selling Intelligently a ...…

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Becoming Referable Podcast

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Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients38:15

2y ago38:15

38:15

Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She has served on the Board of Directors of the Financial Planning Association, and as an adjunct professor in the Personal […] The post Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients ap ...…

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Becoming Referable Podcast

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Brett Davidson on Growing (Without Losing Your Soul)33:29

2y ago33:29

33:29

Brett Davidson is the Founder of FP Advance and the Uncover Your Business Potential program. He has worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable. Brett writes regularly […] The post Brett Davidson on Growing (Without Losing Your ...…

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Raghav Sharma on Creating an Outstanding Online Presence35:58

2y ago35:58

35:58

Raghav Sharma is the co-founder and CEO of GuideVine, which helps financial advisors elevate their digital footprint and connect to consumers right for their practice. Bloomberg and CNBC have called GuideVine the “match.com” for consumers looking for financial advisors. Takeaway quote: “It’s moving beyond […] The post Raghav Sharma on Creating ...…

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Episode 10 – Ted Jenkin on the Future of Advisor Marketing36:19

2y ago36:19

36:19

Ted Jenkin, founder of oXYGen Financial, Inc., is an entrepreneur, leader, and social media pioneer in the financial services industry. Ted has been quoted in more than 75 publication and newspapers including being a featured columnist for the Wall Street Journal ‘The Experts’, and […] The post Episode 10 – Ted Jenkin on the Future of Advisor M ...…

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Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch41:54

2y ago41:54

41:54

Chris Westfall is the US National Elevator Pitch Champion, and his strategies have created multi-million dollar results for entrepreneurial companies on four continents. His clients have appeared on Shark Tank, Dragon’s Den and Shark Tank-Australia. He’s the publisher of seven books, including The NEW […] The post Episode 9 – Chris Westfall on ...…

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Episode 8 – Alan Moore on Planning for the Next Generations39:52

2y ago39:52

39:52

Alan Moore is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors, and host of the XYPN Radio […] The post Episode 8 – Alan Moore on Planning for the Next Generations appeared fir ...…

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Episode 8 – Alan Moore on Planning for the Next Generations

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Becoming Referable Podcast « » Episode 8 – Alan Moore on Planning for the Next Generations

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Episode 8 – Alan Moore on Planning for the Next Generations