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Perspectives – Introduction

Key takeaways

Perspectives” is a new video series that we’re launching where we speak to people from all walks of life — some that financial advisors may not encounter very often — to hear their thoughts and fears about money and investing.

We find that there are misconceptions about certain segments in the market, which can then lead to missed business opportunities. And so, we wanted to give them a platform to voice their opinions and let you hear it from them yourself.

Perspectives is an opportunity for financial advisors and wealth managers from all around the world to hear directly from the people.

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