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Advanced Wealth Management Skills for HNW+ Business

Broadcast in Business

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Sometimes a CFP just isn't enough for high to ultra-high net worth executives and business owners whose multi-million dollar portfolios require sophisticated expertise in tax planning, wealth management, retirement planning, and more. Horsesmouth talks with Jim Dobbs, CFP and developer of IMCA's Certified Private Wealth Advisor (CPWA) program on what advisors need to compete at the HNW+ level.

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