cover of episode Clients Can Take Their Business Anywhere

Clients Can Take Their Business Anywhere

2020/7/29
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Barron's Advisor

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Shownotes Transcript

Kimberlee Orth, Barron's top-ranked woman advisor, tells me that her business is about much more than asset allocation. Find out why she's wearing office clothes every day, what she says to every client, and why she's not worried about the election.