Episodes
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
On this month's episode we sat down with Pattie Kettle from the Investments & Wealth Institute (IWI) to discuss how their marketing and sales teams align for overall success. IWI is a professional association, advanced education provider and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.
Version: 20240320
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