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Advisor Turntable Podcast

A short-form podcast for Financial Advisors. We feature experts and advisors who have moved beyond outdated industry tracks and adopted the modern tools, revenue models, and workflows today’s clients expect.

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Guest

Adam Wojtkowski, CFP®, CPWA®, CIMA®

Click here to see Adam's bio! 

https://www.copperbeechwealth.com/adam

Guest appearance on:

  • Breaking the AUM Mold: Separating Planning From Investment
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