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Unscripted Episode 60: Wealth Management
Manage episode 398543534 series 3285390
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In our 60th episode of Unscripted, David is joined by Director of Private Wealth Management Diego Vallota. David and Diego discuss our wealth management services and what is on the horizon for our wealth management group. Diego also provides valuable tips about what to look for and how to approach the conversation when a team member may have a potential client referral.
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