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Industry Awards

Wealth Management Industry Awards: On the Red Carpet with Max Lane

Listen as, Max Lane, CEO of Flourish as he discusses how his firm empowers advisors to move beyond holistic advice to holistic implementation.

 

At the 10th Annual Wealth Management Industry Awards, Max Lane, CEO of Flourish discusses how his firm helps advisors move from holistic advice to holistic implementation to allow these advisors to add more value and better serve their clients.

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